Financial Planner vs. Financial Advisor: What’s the Difference?

When scanning the financial advisor landscape, a financial advisor and a financial planner are both very broad categories. Here are the differences.

Find a CFP | Certified retirement financial advisor near me | Ameriprise Financial

Looking for a certified retirement financial advisor? Connect with a CFP fiduciary near you. Our advisors have additional training and certifications.

How to Choose a Financial Advisor | Financial Advisors

Would-be clients should understand what credentials an advisor has, and whether they specialize in certain aspects of financial planning and advising. However, when looking for an advisor...

The Top 3 Financial Advisor Credentials

An overview of the top three credentials for financial advisors and what they require.

The Benefits of Using a Financial Advisor

The Benefits of Using a Financial Advisor Managing your finances can be a daunting task, especially if you're not familiar with the intricacies of investments, taxes, and insurance. That's where a...

Designated Financial Services Advisor (DFSA™)

What is the Designated Financial Services Advisor (DFSA™) designation? The Designated Financial Services Advisor (DFSA™) designation is a leading credential for financial advice in Canada. Used by...

Designated Financial Services Advisor (DFSA™) - For Consumers

How to find a DFSA™ Holder? Use the DFSA™ Directory to locate qualified financial advisors who have attained the DFSA™ designation. When you hire an accredited CSI financial professional, you’re hi...

Top 10 Financial Certifications For Financial Advisors – Forbes Advisor

CPA: Certified Public Accountant · CFA: Chartered Financial Analyst · CFP: Certified Financial Planner · ChFC: Chartered Financial Consultant · RIA: Registered Investment Advisor · IAR: Investment Adviser Representative · CFF: Certified Financial Fiduciary · RICP: Retirement Income Certified Professional · CPWA: Certified Private Wealth Advisor · CLU: Chartered Life Underwriter

What to know before working with a Financial Planner or Financial Advisor | Financial Services Regulatory....

Are you working with an individual who is calling themselves a Financial Planner or Financial Advisor? FSRA encourages you to ask questions and verify thier credentials. Learn more about how FSRA i...

What does a financial advisor do? Role and services explained

Learn how a financial advisor can help you achieve your goals. Discover the services they offer, from investment management to estate planning,