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Protecting Yourself From Fraudulent Financial Professionals

Whether they’re falsifying their credentials or sharing misleading information, it’s important to protect yourself from financial professionals by verifying their credibility.  

Recently, while reading a local magazine, I was struck by an advertisement from a financial professional. The advertisement described a practice that appeared to be focused primarily on insurance solutions, but the professional touted having a Ph.D. in Finance, which made me curious.

I dug a little deeper once I found the professional’s website, where she claimed to have a Ph.D. in Financial Services from The American College of Financial Services.