Investment Advisor

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What is An Investment Advisor? The term Investment Advisor (IA) (spelled “Investment Adviser” within U.S. financial law) is an individual or firm who, for compensation, engages in the business of advising others, either directly or through publications or writings,Read more

Chartered Financial Professionals

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what is a Chartered Financial Professional? If you have trouble telling the difference between a CFA, CFP®, CIC, ChFC or any of the other financial certifications, you’re not alone. How do you sift through this alphabet soup to findRead more

Chartered Life Underwriter

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What is a Chartered Life Underwriter (CLU)? Definition of ‘Chartered Life Underwriter – CLU’ A professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses,Read more