Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Tuesday, July 10, 2007
Credentials that Count
Yesterday we noted The New York Times piece on financial sales people with fancy but dubious initials after their names. Here's a Jonathan Burton column at MarketWatch explaining why the CFA and CFP designations are a different kettle of fish.
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