Meaning Behind Financial Advisor Designations and Licenses, The (ePub)

Name: Meaning Behind Financial Advisor Designations and Licenses, The
Brand: Pearson ITP
SKU: 48337042
Price: 0.49 EUR
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(Sprache: Englisch)

Autor: Bonnie Kirchner

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Meaning Behind Financial Advisor Designations and Licenses, The, Bonnie Kirchner

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This is the eBook version of the printed book.

This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652) by Bonnie Kirchner. Available in print and digital formats....

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Produktinformationen zu „Meaning Behind Financial Advisor Designations and Licenses, The (ePub)“

This is the eBook version of the printed book.

This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652) by Bonnie Kirchner. Available in print and digital formats.

A practical guide to interpreting the meaning and value of your financial professionals' licenses, designations, and certifications

Financial professionals who have more letters after their names don't necessarily offer higher quality advice. Some designations carry more clout because they require more dedication to obtain and maintain. Some are general and others specific. Depending on your needs, some will be more important to you than others. Here are some of the longest lived and more common designations, and what they mean.

Autoren-Porträt von Bonnie Kirchner

Bonnie Kirchner, a CERTIFIED FINANCIAL PLANNER(TM), holds a B.S. in Financial Counseling and Planning from Purdue and a Masters degree in Taxation from Bentley University. For several years, she was a fixture on the Boston radio and television scene, providing financial information to millions of people. She was also married to Brad Bleidt, a charming, clever financial advisor who ran one of the country's largest Ponzi investment scams before Madoff, giving her extraordinary personal insight into both scammers and their unwitting victims.

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Bibliographische Angaben

Autor: Bonnie Kirchner
2010, 1. Auflage, Englisch
Verlag: Pearson ITP
ISBN-10: 0132178893
ISBN-13: 9780132178891
Erscheinungsdatum: 21.05.2010

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