Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What are the differences between CFPCM Certification and CFA?

April 26, 2017Certification CFA CFPCM differences

0

Posted

What are the differences between CFPCM Certification and CFA?

1 Answer

0

Posted

Holders of the CFA designation are securities analysts, money managers and investment advisors who focus predominantly on the analysis of investments and securities of particular companies or industry groups. The ‘big picture’ approach is what sets the Financial Planner apart. The CFPCM Certification is a broad based and comprehensive education program for Financial Advisors. The Financial Planner uses the financial planning process to help a client determine not only whether he/she can meet their life goals but also the means to achieve them.