Financial Professional Designations: Decoding the Alphabet Soup
Financial Professional Designations: Decoding th? Alphabet Soup??
Article b? Joel Magruder
Financial Professional designations many era demonstrate a commitment t? study, culture ?nd ongoing continuing culture. Though, ?t becomes confusing t? know th? lexicon ?f th? financial industry. Th?? tip sheet ?? meant t? provide a very brief, abbreviated definition ?f various financial services designations. Please note being licensed ?n fastidious area ?r field d??? n?t constitute ?n advanced designation. It merely means th?t th? state ?n wh??h th? license ?? held allows th?t individual t? participate ?n th? areas th?t th?? ?r? appropriately licensed.
*Th?? ?? ?nl? a partial list ?f designations available t? financial professionals.
Designations:
CAP: Chartered Advisor ?n Philanthropy provides graduate level culture ?n charitable giving. Those wh? h??? earned th?? credential m?? provide h?l? w?th ?l?tt?ng tools ?nd strategies t? achieve philanthropic ?nd wealth management goals through contributions ?f personal property, charitable remainder trusts, charitable lead trusts, pooled income funds, charitable annuities, life insurance uses, etc
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