Ep 14: Understanding Financial Jargon

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

March 24, 2022

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