Robert Domanko HSBC9514866
Financial Professional Designations: What Do They Mean?
Financial Professional designations often demonstrate dedication to study, education and continuing continuing education. However, it might be confusing to be aware of the lexicon with the financial industry. This tip sheet is supposed to give a very brief, abbreviated meaning of various financial services designations. Please be aware being licensed in particular area or field doesn't constitute an advanced designation. It merely implies that the state the location where the license is held allows the face to participate in the areas they are appropriately licensed.
Designations: (NOTE:This can be just a partial report on designations accessible to financial professionals.)
CAP: Chartered Advisor in Philanthropy provides graduate level education in charitable giving. Whoever has earned this credential may provide help with planning tools and methods to realize philanthropic and wealth management goals through contributions of non-public property, charitable remainder trusts, charitable lead trusts, pooled income funds, charitable annuities, insurance coverage uses, etc.
CASL: Certified Advisor for Senior Living designees' has completed educational coursework focused on dealing with mature clients and people retirement planning. CASL's have studied knowledge to aid the clientele with important investment, medical insurance, retirement and estate planning decisions.
CDFA: Certified Divorce Financial Analyst has completed education specific to the needs of couples dealing with divorce and the financial ramifications from the event. Designees offers a knowledge of marital versus personal property, tax issues, financial values, provide help with attorneys, which help prepare a divorced individual using the proper likely to protect the things they now own and prepare for financial independence. Robert Domanko CFP: Certified Financial Planner Professionals have earned this reputed designation with the finishing of various courses and examinations on the successful analysis and development of business and personal financial plans. Education, work, and ethical requirements you need to met and satisfied being and grow a CFP.
ChFC: Chartered Financial Consultant designees' get accomplished a thorough educational program built to conserve the professional with folks, families and business owners with financial methods to help attain financial goals and objectives, income tax reductions, helping the retirement next egg, increasing and managing investments, and raising the price of your estate.
CLTC: Certification in Long Term 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 of this type of creating concern.
CLU: Chartered Life Underwriter designees' have completed a frightening credentialed educational program. They have studied financial solutions for people and companies, financial security through life insurance coverage, estate planning by raising the worth of the estate, and ways to manage the hazards of building a successful business. CLU's have studied retention techniques for small company key personnel.
CSA: Certified Senior Advisors have completely finished coursework specific to the needs of seniors and financial services applications and methods. Robert Domanko HSBC Securities LUTCF: Life Underwriting Council Fellow designees' have completely finished a broad education normally planning with a massive amount needs composed of term life insurance, 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 assist the professional provide comprehensive information on complex needs and supplies further education in asset management, tax planning, estate planning, pensions, business succession, etc.
REBC: Registered Employee Benefits Consultants have completed education in health insurance managed care. Their education will help them in selecting the proper group benefit plan(s) to your company and retirement needs in the business owner and employees.
RHU: Registered Health Underwriter graduates' have completely finished education to be aware of all types of health care insurance, are able to review health care insurance needs of men and women, families and employees. They're knowledgeable in aiding people understand and make the most from their medical 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.