Learn Your ABCs Before Hiring a Financial Advisor

Make sure you know what all those credentials mean before seeking help with your finances.

Nov 21, 2013

Note: This article is part of Morningstar's November 2013 Investor Starter Kit special report. An earlier version of this article appeared June 4, 2013.

Question: In shopping around for a financial advisor, I often see acronyms such as CFA or CFP after their names. What do these stand for and how do I know which are most important?

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