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The Value of Financial Designations

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

With each milestone in a consumer’s timeline, comes new financial responsibilities – whether it be purchasing a car, paying for health insurance, or establishing a retirement plan. As an individual’s level of income rises and decision-making become more complex, the need for professional guidance increases as well.

Read The Value of Financial Designations: The Client's Perspective study to learn why consumers are placing more value on credentialed advisors who obtain financial designations.

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