The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66?
Donna herself is an IAR financial professional, meaning she can help clients with solutions that may be a better fit for widows or widowers. She’s also a CFP, a certified financial planner, and a fiduciary. On today’s episode, we’ll discuss these designations, terms, and definitions and what they mean for your financial planning journey.
Listen to the full episode or skip to certain topics:
1:46 – IAR versus RIA
4:06 – What is a CFP?
6:01 – Series 65 or 66
7:53 – A fiduciary
8:56 – College degrees
10:50 – Changing hats
11:52 – Education and ethics
As fiduciary’s we are making sure that our decisions, recommendations, and comments are always in our client’s best interest.
Donna Kendrick
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