How To Verify Financial Advisers’ Credentials

Last weekend, the Wall Street Journal published an article discussing the importance of verifying financial advisers' credentials.  The WSJ identified more than 200 credentials that financial advisers append to their names, most of which appear indistinguishable to the average consumer (CPA, CSA, CFP, CSFP, etc.).  However, the requirements to earn these credentials varies greatly, as some can be earned in a few hours while others require hundreds of hours of study to pass intensive multi-day exams. The WSJ offered a few resources that will help anyone researching a financial professional:

For more information, read the full WSJ article here.

Additionally, read here for a past blog entry on distinguishing membership in a professional organization from a professional credential, and here for a helpful resource to verify professional licenses.