CFA, CFP, PFS…Adviser Alphabet Soup

Episode 010 | Adviser Checkup Podcast

What's in a designation? What do all the letters after your adviser's name mean? Do they mean anything at all? Which designation should an adviser have? Listen to today's episode to learn the answers.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Be Financially Well,

Kelly