WMS and CFP questions

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Feb 5, 2008 8:03 pm

What do you guys think of the designations from Kaplan like the WMS? Obviously
its not a CFP but is that sort of thing worth getting if you are to
inexperienced to get the CFP?



Also with the CFP I understand there is an education requirement but do you need to take a CFP course if you already have a BA or BS?

Feb 5, 2008 8:31 pm

If a designation isn't an EXEMPTED designation for becoming your own RIA, then I'd probably skip it.

 
That boils it down to:  CFP, ChFC, CFA, CPA/PFS.
 
Check with your state and you can get a better feel for which designations are of quality.
 
If a designation isn't exempted by your state's department of insurance, then I'd probably skip that one as well - for insurance designations.
 
That boils those down to:  CLU and LUTCF.