Test yourself: Do you know these planning acronyms?
October 31, 2016 3:21 PM
You can’t be an adviser these days without knowing a vast number of acronyms. From investment terms and planning designations to financial associations and fund analysis, every part of the advisory process is loaded with letters. While there’s plenty that you likely know, there’s also a lot of acronyms you may not.
Click through the slideshow to brush up on acronyms you may have forgotten about. Test yourself by considering category and hints before flipping to the answer on the next slide.— Bryan Borzykowski and Maddy Perkins
Click through the slideshow to brush up on acronyms you may have forgotten about. Test yourself by considering category and hints before flipping to the answer on the next slide.— Bryan Borzykowski and Maddy Perkins
Hint: This certification indicates expertise on fixed-rate and variable annuities.
Hint: This offers 401(k) participants an opportunity to trade investments that may not be included among their plan's typical offerings.
Hint: A number value used to represent the value of currency.
Hint: A professional designation awarded by the College for Financial Planning that focuses on client-centered problem solving for retirement.
Hint: Also known as the Shiller P/E ratio.
Hint: This code classifies business establishments related to the economy.
Hint: Membership in this self-regulatory organization is mandatory for futures market participants.
Hint: A professional designation awarded by the College for Financial Planning focusing on a broad range of topics including investments, insurance, taxation, retirement and estate planning.
Hint: A hybrid of an ETF and an actively managed open-ended mutual fund.
Hint: This metric is used when analyzing REITs.
