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Posts Tagged ‘work experience’

September 15th, 2008

Interviewing an Advisor

(Money Manager) - Interviewing an advisor is a good step to take because the advisor you choose will affect your financial future. Consider interviewing an advisor, or several advisors, before making a final decision. Make appointments for interviewing the advisor. Make a list of questions to ask when interviewing an advisor. Think about what you are looking for and ask relevant questions when interviewing an advisor. Consider the following questions when interviewing and advisor.

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September 5th, 2008

Fellow of the Conference of Consulting Actuaries (FCA)

(Money Manager) - This fellowship is offered by the Conference of Consulting Actuaries. The candidate must be working either as an actuarial consultant, a government actuary, and Enrolled Actuary, an insurance actuary, or a teacher of actuarial sciences.

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September 1st, 2008

Registered Financial Planner (RFP)

(Money Manager) - This designation is offered by the Registered Financial Planners Institute.

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September 1st, 2008

Registered Financial Associate (RFA)

(Money Manager) - This designation is offered by the International Association of Registered Consultants.

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September 1st, 2008

Professional Plan Consultant (PPC)

(Money Manager) - This designation is offered by the Financial Service Standards, LLC.

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September 1st, 2008

Member of the Conference of Consulting Actuaries (MCCA)

(Money Manager) - This designation is offered by the Conference of Consulting Actuaries. A member can be either a fellow or an associate, depending on the years of work experience and other designations obtained.

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September 1st, 2008

Member of the Society of Pension Actuaries (MSPA)

(Money Manager) - This designation is offered by the American Society of Pension Professionals and Actuaries.

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