close
BEZA CMS pro - www.beza.net

To access your BEZA services, please select from one of the following:

Login
What is a Financial Planner? PDF Print E-mail
Written by Administrator   
Monday, 30 March 2009 19:46
ist2_5807524-businesswoman-holding-folder
Lawyers, CPA's, Insurance Agents, Stock Brokers, Bankers, Money Managers, and other financial professionals may all position themselves as Financial Planners. They may hold designations such as:

  • CFP, Certified Financial Planner
  • CPA, Certified Public Accountant
  • Enrolled Agent
  • ChFC, Chartered Financial Consultant
  • CSA, Certified Senior Adviso
  • LEAP Licensee
  • ChFEBC, Chartered Federal Employee Benefit Coordinator
  • QPFC, Qualified Plan Financial Consultant
Last Updated on Monday, 30 March 2009 21:02