WMS and CFP questions
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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?
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.