© 2020 Arizent. All rights reserved.
FP102116_0.png
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
FP102116_17.png
Hint: This certification indicates expertise on fixed-rate and variable annuities.
FP102116_18.png
FP102116_3.png
Hint: This offers 401(k) participants an opportunity to trade investments that may not be included among their plan's typical offerings.
FP102116_4.png
FP102116_13.png
Hint: A number value used to represent the value of currency.
FP102116_14.png
FP102116_19.png
Hint: A professional designation awarded by the College for Financial Planning that focuses on client-centered problem solving for retirement.
FP102116_20.png
FP102116_5.png
Hint: Also known as the Shiller P/E ratio.
FP102116_6.png
FP102116_9.png
Hint: This code classifies business establishments related to the economy.
FP102116_10.png
FP102116_11.png
Hint: Membership in this self-regulatory organization is mandatory for futures market participants.
FP102116_12.png
FP102116_15.png
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.
FP102116_16.png
FP102116_7.png
Hint: A hybrid of an ETF and an actively managed open-ended mutual fund.
FP102116_8.png
FP102116_1.png
Hint: This metric is used when analyzing REITs.
FP102116_2.png