Financial designations are special recognition of both academic achievement in the area of the financial sector. Maintaining a designation usually requires the advisor to also maintain active membership in a professional membership association and to perform ongoing continuing professional development of continuing education to maintain a level of knowledge in the domain.
For Financial Planners in particular, there are a number of recognized designations. It is important to remember that a designations is an indication of personal competency of an individual, and not a indication of practice behaviour. As an example, a Chartered Accountant may be working as a short-order cook and maintain his designation if he continues meeting those requirements.
How an individual runs their financial planning business is usually considered a Practice Standard and will often be outlined by associations or in general standards like ISO 22222.
This category has only the following subcategory.
Pages in category "Designations"
The following 35 pages are in this category, out of 35 total.