Skip to Content
Morningstar
Get 14 Days Free
The Short Answer

Learn Your ABCs Before Hiring a Financial Advisor

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

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?

To view this article, become a Morningstar Basic member.

Register for Free