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#personalfinance #moneymindset #financialliteracy

What Does Financial Advisor Do ❓ Titles, Certifications, and Designations [EXPLAINED] ✅

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Published on Dec 17, 2018

Given the billions spent on marketing by financial services firms, "what does financial advisor do?" is a valid question. Is the money spent to make all financial advisors look the same regardless of training, education and experience? In this video, I'm going to explain the various titles, certifications, and designations that are used by the financial services industry.
🔴 SUBSCRIBE for more personal finance and development tips! 🙌🏼

💎TOOLS MENTIONED IN TODAY’S SHOW —
Check out your financial advisor’s background: https://adviserinfo.sec.gov/

Get a copy of my “20 Myths About Financial Advice and Financial Advisors”: http://bit.ly/20-Myths

Comprehensive Planning Advisors
Certified Financial Planner (CFP): http://bit.ly/2BqIrBV
Chartered Financial Consultant (ChFC): http://bit.ly/2Sd0R00

Investment Management Advisors
Chartered Financial Analyst (CFA): https://cfa.is/2URBlze
Certified Investment Management Analyst (CIMA): http://bit.ly/2BoaBh0

Tax Advisors
Certified Public Account (CPA): http://bit.ly/2QA1yUp
Enrolled Agent (EA): http://bit.ly/2BpS4Rv

Estate Planning Advisors
Chartered Life Underwriter (CLU): http://bit.ly/2EAiC6v
Certified Private Wealth Advisor (CPWA): http://bit.ly/2EyBu5P

💻 NEW UPLOADS EVERY MONDAY!

💎EXPERIENCING FINANCIAL CONTENTMENT —
Financial contentment is about putting your money where your heart is. "Experiencing Financial Contentment" is the podcast for people that are: - tired of "doing more" and "having less", - weary of the "rat race" and unsatisfied with the "status-quo", - willing to take the "red pill" and leave the MATRIX of AVERAGE, - ready to develop a mindset around money that provides financial independence through changed behaviors, and - use their money to support a life of meaning and purpose.
Send us feedback at: feedback@djhendersonsr.com

💎ABOUT ME —
I’m Dominique Henderson and I’m your CFP on YouTube. I’m on a mission to help you find true happiness in life around what you save, spend and invest. I want you to feel certain about achieving your financial goals with a system that will help you manage your behaviors around money. I'd love to meet you!

💎TAKE MY FREE QUIZ TO DETERMINE THE STRENGTH OF YOUR FINANCIAL HOUSE —
http://bit.ly/financial-house-quiz

💎VISIT MY WEBSITE —
https://djh-capital.com/

💎READ MY BLOG —
https://djh-capital.com/read-our-blog

💎CONNECT WITH ME ON SOCIAL MEDIA —
https://www.facebook.com/djhcapital/
https://www.instagram.com/dominiquehe...
https://twitter.com/DomHendersonSr
https://www.linkedin.com/in/dhenderso...
https://medium.com/@dominique.henderson

💎MORE ABOUT ME —
I’m Dominique Henderson, your Certified Financial Planner on YouTube! I’ve spent nearly two decades in financial services building a diverse skill set in: strategy, data analysis, investment research, portfolio management, and financial planning. Prior to founding my firm, DJH Capital Management, LLC. A registered investment advisory firm that provides financial planning and wealth management services, I spent years in institutional fixed-income trading circles, real estate, and the back office of one of Dallas’ premier hedge fund managers. Now as my own boss, I use my expertise to build financial plans and investment portfolios that help clients find greater financial contentment in their lives. My goal is to see you WIN with your hard-earned capital. My financial advice has been featured on US News & World Report, Yahoo, GoBankingRates.com, and Investopedia’s Advisor Insights. I use this YouTube channel as a platform to promote financial literacy, economic empowerment, and personal development.

#personalfinance #moneymindset #financialliteracy


© 2018 DJH Capital Management, LLC.
Hosted By: Dominique J. Henderson, Sr., CFP®

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