Would you go to a Doctor who had not gone to an accredited medical school and passed his medical exam? Why would you go to someone who hangs out a shingle or prints a business card with the term “Financial Planner” under their name.

Financial Certification Designations

The Financial Planning industry has come a long way, since our fathers hired one. Today there are boards who educate and accredit various financial specialties. The question you may ask however is which designation would best provide the level of knowledge and expertise that I might require?

There are several certifications, in the financial services industry. This article will attempt to deal with the most commonly recommended to an individual consumer who desires to invest and retire comfortably. We will also describe for you an explanation of the educational and experience requirements for some of the most desirable Certifications.

Are you in need of a certified financial planning professional in Minnesota? Contact Assured Retirement Group by calling 952-657-7470. You can also contact us online.

If you have any questions about retirement in Minneapolis feel free to come pay us a visit!

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The Financial Certification Designations and Their Importance to Your Retirement
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Retirement Guide Includes:

Financial Evaluation
Comprehensive financial assessment form.

Pre-Retirement Checklist
Our checklist lets you know exactly what you need and what steps must be taken before you retire.

Financial Inventory Form
Allows you to keep a detailed record of your assets in an organized manner so that your retirement options are clear.

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