WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Common Financial Credentials: What is a CFP, CWS, and CFA?

Posted by Leslie L. Horgan | Client Service Specialist

May 2, 2017

Once you’ve realized that hiring a financial advisor is worth it, the next step is choosing the right one for you. When you began your search you may have noticed that there is a wide variety of different acronyms that come after their name. 

For investors of all types, the alphabet soup of financial credentials can be confusing, especially if you’re searching for a wealth manager or financial advisor with a particular skill set.

Read on to learn about the difference between a Certified Financial Planner®, a Certified Wealth Strategist®, and a Chartered Financial Analyst®.

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