What do all these designations mean?
January 02, 2024n the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. In this article, we’ll explore the meanings and significance of designations like CFP, CLU, TEP, CPA, CFA, and CIM, and the value of having a working relationship with each professional.
