In the finance world, an advisor (also spelled adviser) is an educated investment professional who helps people and businesses set and meet long-term financial goals. An advisor is similar to an investment advisor, financial planner, investment manager or investment consultant.
Relatively new to the financial planning and advice sector, a Certified Kingdom Advisor (CKA) is a professional certification for financial advisors who work with clients who take a Christian values based approach to their financial lives.CKA holders integrate their financial advisory practice with a faith-based approach to planning and investing.
The CFA (Chartered Financial Analyst) exam is a professional qualification exam administered as a requirement to earn the CFA designation.The three levels of the exam are offered annually by CFA Institute to financial and investment professionals. The CFA exam was first offered in 1963.
A financial advisor is an educated investment professional who helps people and businesses set and meet long-term financial goals.They typically ensure that individuals and businesses are properly insured, saving enough for future needs such as retirement, and will manage the investments of their clients.
An investment advisor makes investment recommendations to clients and can also be known as a financial advisor. A investment advisor is similar to a financial planner, investment manager, investment consultant, or financial advisor.
The National Association of Insurance and Financial Advisors (NAIFA) is a trade organization for insurance professionals and financial advisors. Founded in 1890, the organization originally was called The National Association of Life Underwriters (NALU).
A Registered Investment Advisor (RIA) is an investment manager who is registered with the Securities Exchange Commission (SEC) and who must comply with SEC regulations. An investment manager who is an RIA has not necessarily completed a level of education that qualifies him or her to provide a higher level of service.