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  • #280 BBB 03-26-09 49

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    bmoak
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    3 vizualizări1 pagină

    #280 BBB 03-26-09 49

    Încărcat de

    bmoak

    Drepturi de autor:

    Attribution Non-Commercial (BY-NC)
    Descărcați ca PDF, TXT sau citiți online pe Scribd
    Indicator pentru conținut neadecvat
    din 1

    , .

    QUITNIAN CO DEMOCRA1
    MARKS, MS
    = 1427
    C~rculst~on
    WEEKLY
    02/26/2009

    BBB: Making sense of financial creditionals


    gdgkland, Miss., February Specialist). These are among the ccri~p!aints.
    2009 - In the financial world, designations that require a high 1Jsz DrokzrCheck at theFinancial
    acronyms and abbreviations level of knowledge and training." Industry Regulatory Authority to
    abound. And unfortunately, The BBB offers the following str if a financial professional has
    questionablecredentialscaneasily tips f o r investigating and a disciplinary history.
    be disguised among them. There evaluating the individual1 Be wary of generic titles.
    are many people and companies
    that want to manager investors'
    company best suited for your
    personal needs:
    ..,.., ~Srlyone can use titles such as
    ~ ~ n n canalyst",
    ial "financial
    money, and some are more .Investigate thecredentialingkdy advisor", "financial consultant",
    qualified than others. that sponsors the designation. "iinancial planner", "investment
    "Do your due diligence in -1s there a web site that details the consultant", and "wealth
    checking out your financial credential requirements? manager" without having any
    manager," said Bill Moak, -1s there a database where you car] special expertise, training or
    PresidentICEO of t h e Better locate members in good standing? experience.
    Business Bureau (BBB) serving *Question the requirements for a The DUB, serving Mississippi
    Mississippi. "You should specific designation. since 1964, continues to offer
    understand thedifference between Investigate the individual. assistance to consumers as they
    a C F P (Certified Financial Checkwith theagency providing make pre-purchase and contract
    Planner), a C F A (Certified credential certification to be sure decisicms. Check out companies
    Financial Analyst), a C P A individuallcompany is in good o n the B B B web site
    (~ertifiedPubk&countant), and standing with them. (n\~iw.ms.bbb.org)or by calling
    ~ c~i ia nl
    a P ~ - . - f ~ e r s r m a ian Check the BBB record o i SClO-987-8280,

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