The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66? Donna herself is an IAR financial professional, meaning she can help clients with solutions that may be a better fit for widows or widowers. She’s also a CFP, a certified financial planner, and a fiduciary. On today’s episode, we’ll discuss these designations, terms, and definitions and what they mean for your financial planning journey.     What we discuss today:  1:46 – IAR versus RIA 4:06 – What is a CFP? 6:01 – Series 65 or 66 7:53 – A fiduciary 8:56 – College degrees 10:50 – Changing hats 11:52 – Education and ethics   Get additional financial information: https://sephtonfinancial.com/podcasts/

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