Ep 129: Financial Jargon: Designations and Education

Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around for a financial advisor. What do they all mean?

 

TIMESTAMPS: 

0:52 – Having proper qualifications

2:22 – RIA or IAR

3:35 – The C’s 

5:35 – Series license

11:49 – Education 

15:30 – Do your homework

 

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