WMS and CFP questions
Feb 6, 2008 1:03 am
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 6, 2008 1:31 am
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.Source URL:https://www.wealthmanagement.com/forums/prospecting-marketing-and-selling/wms-and-cfp-questions