Robert Domanko HSBC Securities6988375
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Financial Professional Designations: What can They Mean?
Financial Professional designations often demonstrate a dedication to examine, education and continuing training. However, it will become confusing to be aware of the lexicon of the financial industry. This tip sheet is meant to give you a very brief, abbreviated definition of various financial services designations. Take note being licensed particularly area or field doesn't constitute a high level designation. It merely implies that hawaii in which the license is held allows see your face to join inside the areas they are appropriately licensed.
Designations: (NOTE:That is simply a partial listing of designations accessible to financial professionals.)
CAP: Chartered Advisor in Philanthropy provides graduate level education in charitable giving. Individuals who have earned this credential may provide advice about planning tools and strategies to accomplish philanthropic and wealth management goals through contributions of private property, charitable remainder trusts, charitable lead trusts, pooled income funds, charitable annuities, life insurance uses, etc.
CASL: Certified Advisor for Senior Living designees' has completed educational coursework devoted to working with mature clients and those retirement planning. CASL's have studied knowledge to assist their customers with important investment, medical insurance, retirement and estate planning decisions.
CDFA: Certified Divorce Financial Analyst has completed education specific towards the needs of couples going through the divorce and also the financial ramifications of the event. Designees can offer a knowledge of marital versus personal property, tax issues, financial values, provide guidance on attorneys, which help cook a divorced individual with all the proper likely to protect the things they now own also to plan financial independence. Robert Domanko HSBC Securities CFP: Certified Financial Planner Professionals have earned this well regarded designation over the finishing various courses and examinations on the successful analysis and growth and development of business and personal financial plans. Education, work, and ethical requirements need be met and satisfied for being and grow a CFP.
ChFC: Chartered Financial Consultant designees' have finished a rigorous educational program built to help the professional with folks, families and businesses with financial strategies to help attain financial goals and objectives, tax reductions, helping the retirement next egg, increasing and managing investments, and improving the worth of your estate.
CLTC: Certification in Lasting Care graduates get accomplished studies in long term care, its needs, application, uses and varieties. The requirements the pre-retiree and retiree are examined and strategies for planning in this area to construct concern.
CLU: Chartered Life Underwriter designees' get accomplished a difficult credentialed educational program. They have studied financial solutions for people and business owners, financial security through insurance coverage, estate planning by helping the worth of the estate, and how to manage the potential risks of running a successful business. CLU's also have studied retention techniques for business key personnel.
CSA: Certified Senior Advisors have completely finished coursework specific on the needs of seniors and financial services applications and techniques. Robert Domanko HSBC Securities LUTCF: Life Underwriting Council Fellow designees' have completely finished a large education generally planning with a number of needs consisting of insurance coverage, disability income, long lasting care insurance, retirement planning, estate planning, and senior planning.
MSFS: Master of Science in Financial Services has completed one of many pinnacles of educational achievement in financial services. This educational program builds upon other designations to help you the professional provide comprehensive tips on complex needs and offers further education in asset management, tax planning, estate planning, pensions, business succession, etc.
REBC: Registered Employee Benefits Consultants have finished education in health insurance managed care. Their education will assist them when deciding on the best group benefit plan(s) on your company and retirement needs with the business owner and employees.
RHU: Registered Health Underwriter graduates' have completely finished education to know various medical insurance, can review medical insurance needs of individuals, families and employees. They may be knowledgeable in helping people understand and to obtain the most from their health insurance options. Robert Domanko Robert Domanko is a financial professional at Hsbc Securities (USA) Inc., a broker-dealer with over 2,200 registered representatives nationwide. Robert has held an industry securities registration for 12 years and is subject to FINRA oversight.