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3. The Alphabet Soup of Advisor Titles & Designations
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3. The Alphabet Soup of Advisor Titles & Designations
In this episode we talk about the titles and designations/certifications that advisors use and which ones should matter to you on your search for a real financial planner/advisor.
Links from today's episode:
IIROC Understanding Certifications: https://www.iiroc.ca/investors/learning-basics-and-protecting-your-investments/understanding-financial-certifications
Choosing a Financial Advisor: https://www.canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.html
Financial Planners and Financial Advisors: https://www.fsrao.ca/consumers/financial-planners-and-financial-advisors
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