Episode Details
Back to EpisodesEp 129: Financial Jargon: Designations and Education
Episode 129
Published 4 years, 7 months ago
Description
Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around for a financial advisor. What do they all mean?
TIMESTAMPS:
0:52 – Having proper qualifications
2:22 – RIA or IAR
3:35 – The C’s
5:35 – Series license
11:49 – Education
15:30 – Do your homework
ADDITIONAL INFORMATION: https://philstaxhacks.com/