(Ep.130): Top 3 Financial Designations: CFP®, CFA, CPA – What’s the Difference? #fiduciary
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(Ep.130): Top 3 Financial Designations: CFP®, CFA, CPA – What’s the Difference? #fiduciary
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Welcome to the 9Innings Podcast where we Educate, Empower and Engage.
ON THIS WEEKS PODCAST: In this episode of the 9Innings Podcast we explore the "alphabet soup" of financial industry designations: CFP, CPA, and CFA. Kevin explains that CFPs are the gold standard in financial planning, emphasizing their fiduciary duty to act in clients' best interests. CPAs are highlighted for their expertise in tax preparation and financial reporting, with an additional credential for financial planning. CFAs are recognized for their investment analysis mastery, requiring extensive study and experience. Understanding these designations helps consumers make informed decisions about their financial advisors.
Overview of Financial Designations (00:01:02)
CFP: The Gold Standard (00:03:42)
Role of CFP Professionals (00:05:05)
Importance of CFP Credentials (00:06:00)
CPA: Certified Public Accountant (00:07:00)
CPAs and Financial Planning (00:08:34)
CFA: Chartered Financial Analyst (00:09:58)
Understanding Industry Designations (00:12:48)
Conclusion: Choosing the Right Professional (00:14:06)
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