What do those letters behind Bill’s name mean? How do you feel these designations benefit your clients?

Bill holds two professional designations that he’s very proud of. He holds both the CFP®, which stands for Certified Financial Planner™ practitioner, and the CSA, which stands for Certified Senior Advisor. These designations indicate that Bill has passed a series of rigorous examinations on the fundamentals of financial planning, insurance and risk management, income tax planning, investment planning, retirement planning and employee benefits, and estate planning. Bill also passed a 2-day, 10-hour comprehensive final examination that encompassed all areas back in 1995. In the financial planning industry, Bill’s designations demonstrate a level of knowledge, a degree of integrity, and his adherence to a strict code of ethics. They also indicate that he maintains a program of continuing education so his clients are updated on the latest changes and opportunities available in the marketplace. What we find is the more discerning and knowledgeable a client is, the more they recognize and value the importance of education, experience and credentials in the professionals that advise them.