Financial Designations

Designations are essential credentials for anyone considering a career in the financial industry and are often represented by a string of letters after your name, indicating the degree of eduction and speciality you have.

Explore Designations

Financial advisor with laptop and paperwork meeting with woman in living room.
CFP, CLU, Or ChFC: Which Is Best?
What Are Financial Securities Licenses?
Back of Graduates During Commencement at University Graduate WA
Is an MBA Worth It?
Two businessmen shaking hands
A Guide to Financial Designations
Two people shaking hands in an office.
Becoming a Registered Investment Advisor (RIA)
Businessman Showing Client Where to Sign Document
What Licenses Do Financial Advisors Need to Have?
Facts About Independent Broker-Dealers
Graphic of stock performance
Certified Consumer Debt Specialist (CCDS)
4 Certified Senior Designations Worth Holding
Fiduciary Designations for Financial Advisors
The Alphabet Soup of Financial Certifications
The Top 3 Financial Advisor Credentials
Should You Get A CFA, MBA Or Both?
Should Financial Advisors Pursue the CFA?
Is the CMA Designation Worth It?
a man holding a paper and typing on a laptop in an office
Financial Certifications With the Best ROI
Series 63 vs. Series 65 vs. Series 66: What's the Difference?
CPA, CFA, or CFP®: Pick Your Abbreviation Wisely