Returns the month of a date represented by a serial number. The month is given as an integer, ranging from 1 (January) to 12 (December).
But, even the lesser designations can help advisors to better assist their clients, if only in specific areas. In terms of marketing, however, the uneducated public will have difficulty discerning between the services that a Certified Senior Advisor and a Certified Financial Planner are able to provide for them.eparating the Wheat from the Chaff. While these designations have long since been accepted as part of the financial services establishment, the new wave of credentials that has since arisen has served to cloud the validity of some of these older certifications.
Read below to learn more about the various financial planning designations and executive education training that he has earned over the years from institutions, such as The Wharton School of the University of Pennsylvania, the College for Financial Planning and Fiduciary360 (aka âfi360â), sponsored by the Centre for Fiduciary Excellence; the ...