Insurance sales people, stockbrokers, accountants and even lawyers might call themselves financial advisers, but your specific needs might not fall under their area of expertise. In addition, even fancy credentials might not translate into great work.
Which credentials matter most? CERTIFIED FINANCIAL PLANNER[™ professionals], chartered financial analysts and certified public accountants have completed extensive course work and passed many hours of exams. These designations also require work experience and additional continuing education each year. Stockbrokers, by contrast, might only have studied for licenses to sell securities. Read more >
The Wall Street Journal
December 31, 2011