05.12.2021

Financial and Investment Advisor Certifications That Are Widely Recognized

The following certifications are widely recognized within the financial services advisory industry: * Accredited Estate Planner (AEP) * Certified Financial Planner (CFP) * Chartered Financial Analyst (CFA) * Chartered Investment Counselor (CIC) * Insurance Agents > Chartered Financial Consultant (ChFC) > Chartered Life Underwriter (CLU) * Personal Financial Specialist (PFS) This short list of certifications […]

Everything You Need to Know About TIC – Reserves, Financials and Proforma

The TIC investment is one of great popularity, one that offers many advantages but which also holds many potential risks. In this investment, multiple qualified property owners come together in order to purchase a property or piece of real estate. Each of the co-owners involved here holds responsibility and is willing to assume the inherent […]