Advisory Jungle

back issues

reprints

Wealth in Perspective

	Wealth Management

	» Advisors

	» Investments/ Risk Management

	» Business/Entrepreneurship

	» Estate Planning

	Thought Leaders

	» Politics & Policy

	» Culture

	» Letters

	» Profiles

	Money and Meaning

	» Family Matters

	» Philanthropy

	Passion Investments

	» Art Investments

	» Property Investments

	» Sports

	» Watches, Gems, & Jewelry

	» Wheels, Wings & Water

	» Wine Investments

	Wealth Management Sourcebook

	Multifamily Office 2008

	Previous Issues Index

/ Home / Editorial / Wealth Management / Advisors /

Advisory Jungle

Credible Credentials
Daniel DelRe
01/01/2006

When searching for a new wealth advisor, it is important to remember that the alphabet soup of professional designations that often follows an advisor’s name may or may not signify professional expertise.

Some credentials, such as JD (juris doctor) have very specific educational requirements, while others, such as the CPA (certified public accountant) or CFA (chartered financial analyst), have educational and professional requirements and are respected professional certificate programs. Still other designations may recognize that an advisor has completed an in-house training program at a bank (see “A Designation By Any Other Name”). And some are little more than marketing gimmicks that require little, if any, professional aptitude.

The accompanying chart describes the more common—and legitimate—credentials that can be found in the wealth advisory industry. (Click images to enlarge)

Back to Main Article: Navigating the Advisory Jungle

Get a FREE ISSUE and a FREE GIFT

Simply fill out this form to receive a complimentary issue of Worth and a FREE gift ("The top 25 Questions for Your Private Banker"). If you like the magazine, you’ll pay just $36 for 5 more issues (6 in all). If it’s not for you, you can return your invoice marked "cancel", and owe nothing. The FREE issue and FREE gift are yours to keep.

Name

Address

Canadian orders click here
International orders click here

Unsubscribe from subscription emails click here

Subscribe		About Us		Contact Us		Privacy Policy		Ad Specs		Reprints
	© 2008 Sandow Media, All Rights Reserved