The license matrix below shows the type of financial advice that an advisor may
provide on Myfinancialadvice based on their professional certifications and
designations.
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Mortgage Professional (MP) |
Chartered Financial Analyst (CFA) |
CERTIFIED FINANCIAL PLANNER™ (CFP®) |
Chartered Financial Consultant (ChFC) |
Certified Public Accountant (CPA) |
Personal Financial Specialist (PFS) |
Enrolled Agent (EA) |
Series 7 (S7) |
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Investment |
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Planning |
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Taxes |
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Insurance |
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Mortgage and Lending |
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Employee Benefits |
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Generalist |
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