May 31st, 2019 | 7 mins 3 secs
asset management, certified financial advisor, certified life underwriter, certified public accountant, certified senior advisor, cfa, cfp, chartered advisor in philanthropy, chartered special needs consultant, chsnc, clu, cmfc, cpa, designations, finance, financial planning, linkedin, retirement planning, wealth planning
As a client it can be overwhelming trying to sift through the seemingly endless and important looking designations, to figure out which ones you’re looking for in an advisor. There’s been a proliferation in recent years thanks in part to online schools that offer certification in an endless list of specialties, so the best place to begin the discussion is with the “old-school” credentials that have been around long enough for most people to recognize. Join Alexis Cavanagh, Senior Manager at Sequoia Finanacial Group as she deciphers those professional designations you see on your LinkedIn profile.