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Tag: professional designations

What’s a CeFT? A Look At Financial Professionals’ Designations

If you’re looking for a financial advisor, one of the first things you may notice is the array of letters behind their names. (For example, mine include MS, CFP®, CFT-I™, and CeFT®.) Chances are you don’t know what all these designations mean, and your eyes may glaze...

Winners and Losers If Non-Compete Agreements Are Banned

If the U.S. Federal Trade Commission (FTC) is successful in getting a new rule enforced, non-compete agreements may soon become illegal in all 50 states. This potentially gives employees reason to celebrate, while employers may feel despondent. Not surprisingly, while...

Finding a Financial Life Planner

The difference between a traditional financial planner and one that practices financial life planning is significant. The former focuses on the dollars and cents of making good financial decisions, while the later adds the more complex human component to the process....

Financial Adviser Designations Do Matter

Watch this video on YouTube If you’re in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for a CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), or MSFP (masters in...