What Does Your Advisor's Designation Mean?

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What Does Your Advisor's Designation Mean?

Oct 08, 2018

The financial services industry is nothing if not confusing to investors at times. This certainly extends to the designations used by financial advisors. In this piece, we will attempt to explain some of the common financial advisor designations that you may see.


The CFP® designation is considered by many to be the gold standard for financial advisors. This designation is administered and granted by the CFP Board.  Read more >

By Roger Wohlner
October 8, 2018

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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