Top Financial Certifications to Know Before You Hire a Financial Advisor or Coach

Before you hire a financial professional, it’s important to consider their qualifications to ensure they have the right education and experience for your individual circumstances.

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Unlike the medical and legal professions that require years of study and advanced degrees among other rigorous requirements.

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Before someone can claim to be a doctor or lawyer, financial professionals have varying degrees of formal education and experience which means it’s even more important to do your homework when researching who you’ll hire.

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You’ll find that many financial advisors, coaches and counselors have chosen to earn top financial certifications to demonstrate their knowledge and dedication to helping their clients achieve their financial goals.

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Financial Certifications List

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The (CEPA) is a unique designation for financial professionals who advise business owners on how to successfully sell or transition their business, a strategy referred to as ‘exit planning.

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CFPs often analyze a client’s current situation and prepare a number of financial reports that show essential figures like net worth.

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A Certified Financial Transitionist (CeFT) helps clients navigate through major life events and the financial implications that come with them.

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Created by the Financial Transitionist Institute, the CeFT is only available to established professionals in the financial industry.

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Top Financial Certifications to Know Before You Hire a Financial Advisor or Coach

Before you hire a financial professional, it’s important to consider their qualifications to ensure they have the right education and experience for your individual circumstances.

Unlike the medical and legal professions that require years of study and advanced degrees among other rigorous requirements.

Before someone can claim to be a doctor or lawyer, financial professionals have varying degrees of formal education and experience which means it’s even more important to do your homework when researching who you’ll hire.

You’ll find that many financial advisors, coaches and counselors have chosen to earn top financial certifications to demonstrate their knowledge and dedication to helping their clients achieve their financial goals.

Financial Certifications List

We prepared the list of financial certifications here with a brief description of each.

The (CEPA) is a unique designation for financial professionals who advise business owners on how to successfully sell or transition their business, a strategy referred to as ‘exit planning.

Certified Exit Planning Advisor (CEPA)

CFPs often analyze a client’s current situation and prepare a number of financial reports that show essential figures like net worth.

Certified Financial Planner (CFP)

A Certified Financial Transitionist (CeFT) helps clients navigate through major life events and the financial implications that come with them.

Certified Financial Transitionist (CeFT)

Created by the Financial Transitionist Institute, the CeFT is only available to established professionals in the financial industry.

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