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Financial Industry Education

Ben Jones | Feb 3, 2026

Not All Financial Certifications Are Created Equal

Financial Planning
RIA Fiduciary Standard
Credentials
Investment Advice
Certified Financial Planner
Choosing an Advisor
Retirement Planning
CFP
Financial Industry Education
Wealth Management Insights
Ever wonder what those financial designations really mean? Some require years of study and experience. Others can be earned in a weekend. Knowing the difference
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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