Episode 165: Understanding Financial Designations
Mar 17, 2022•23 min•Ep. 165
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Episode description
What do all those letters and terms following an advisor’s name mean? We explain what you need to know and what’s important when it comes to designations in the financial industry.
What we discuss on this episode:
0:35 - What do all those financial advisor designations mean?
2:13 - What does IAR or RIA mean?
5:26 - What does the letter “C” stand for in these designations and why should I care?
12:28 - What does a “series” mean when promoted by an advisor?
16:12 - Does a financial advisor need a certain college degree?
18:30 - What designations should an advisor have to prepare someone for retirement?
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