- What Is the Series 7 License? Definition, Cost and Requirements
The Series 7 license allows professionals to sell securities in the U.S. To obtain it, they must pass a rigorous exam covering various financial topics. The Financial Industry Regulatory Authority (FINRA) administers this test, and most employers in the financial… read more…
- What Is a Chartered Life Underwriter (CLU)?
A Chartered Life Underwriter (CLU) is a professional designation that represents the highest level of expertise in life insurance and estate planning. This prestigious credential, awarded by The American College of Financial Services, signifies that an individual has completed rigorous coursework and demonstrated comprehensive knowledge in areas such as life insurance, business planning, estate planning,… read more…
- What Is a Financial Coach, and How Can They Help?
If you need help getting your finances in order or learning the basics of budgeting, you might consider seeking the help of a financial coach. A financial coach is different from other financial professionals. They spend more time helping their… read more…
- What Is a Financial Advisor Disclosure?
In the world of business and finance, disclosures are information reports that companies – public corporations, financial advisor firms, brokerages – might prefer to keep private. Governmental and regulatory agencies require disclosures to promote transparency and fairness. For example, investment advisors… read more…
- CFA vs. CFP®: Which Do You Need?
Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…
- What Is NAPFA (National Association of Personal Financial Advisors)?
According to NAPFA, 60% of U.S. adults don’t have a budget and less than 50% of Americans have a purposeful savings plan. Luckily, financial advisors exist and can help you get out of your budget-less rut. You’ll have to be careful about who… read more…
- 10 Financial Certifications for Financial Advisors
When you’re searching for a financial adviser, you’re likely to encounter an assortment of initials after each financial professional’s name. Some of the most common are CFP, CFA and CPA. These letters signify different financial certifications, which are signifiers of… read more…
- What Is a Certified Financial Planner™ (CFP®)?
Certified financial planner, or CFP, is a widely recognized and popular certification that many financial advisors and financial planners earn. A CFP can help you create a financial plan to set you on track to reach your long-term goals, like retirement,… read more…