While no other designations are required to become an IAR, most advisors will find it rather difficult to bring in business without ... such as the certified financial planner (CFP) or certified ...

A Certified Financial Planner (CFP ... If you run your own business, a financial planner also might help in areas like figuring out if and when to sell the business or pass it on to family ...

There are plenty of companies ready to sell financial advisers on the idea that ... offering unregistered investments when they aren’t licensed to do so. It’s important to research and not ...