Registered Financial Specialist (RFS)

Summary:

Advisor must have at least three years of financial planning experience, and have earned a bachelor's degree in finance, tax or financial services OR have obtained a CPA, law degree, MBA, PhD, Chartered Financial Analyst (CFA) or a Master's degree in a related field. Candidates must then complete an examination, agree to a code of ethics, and complete 15 hours of continued education a year.


Issuing Organization:

American Academy of Financial Management (AAFM)


Website:

www.financialanalyst.org
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
   
Privacy Policy | Terms & Conditions

What other users have to say


"Finance and investing are complicated subjects that I did not know a whole lot about before I started using this site. Thanks to this site I was able to meet with an advisor who was incredibly helpful. Thank you!"

- M Nielson, Los Angeles, CA

"Through this site, I was able to get in touch with a local and highly qualified financial planner to help me develop a personalized retirement plan!"

-Lisa B, Atlanta, GA

"I just got connected to 3 very nice advisors here in north Tampa. I did not want to drive downtown and if I had not used this service I may not have realized I could connect with a planner so close to home & work. I am working mom and needed someone close. I plan to use one I was matched to.It really works!"

- Linda Prescott, Temple Terrace, FL