Subscribe to our newsletter for market updates and financial planning tips

323 Wealth Management

972-810-1414

  • Home
  • Blog
  • Newsletters
  • Scheduling
  • Our Process
  • Tools and Resources
  • Greg Wilson's Bio
  • Designations
  • Contact Us
  • Articles
  • Archive
  • Checklists and Flowcharts
  • More
    • Home
    • Blog
    • Newsletters
    • Scheduling
    • Our Process
    • Tools and Resources
    • Greg Wilson's Bio
    • Designations
    • Contact Us
    • Articles
    • Archive
    • Checklists and Flowcharts

972-810-1414

323 Wealth Management

  • Home
  • Blog
  • Newsletters
  • Scheduling
  • Our Process
  • Tools and Resources
  • Greg Wilson's Bio
  • Designations
  • Contact Us
  • Articles
  • Archive
  • Checklists and Flowcharts

Professional designations

Chartered Financial Analyst Charterholder (CFA)

The rigor, discipline, and commitment required to obtain a CFA Charterholder designation is unmatched in the financial industry.  For more information please click below.

Why Hire a CFA Charterholder?

Certified Financial Planner (CFP)

Obtaining a CFP designation involves completing master's level courses and passing a rigorous test that applies financial planning principles in real life scenarios.  It involves comprehensive financial planning, not just one aspect like insurance or investments.  For more information, please click below.

why cfp certification matters

Other Industry Designations

There are additional designations that professionals may obtain to market their services, but please be diligent in researching them.  Many of the other designations do not require the 1000's of hours of experience and study that the CFA program and CFP program require.

Subscribe

Sign up to hear from us about specials, sales, and events.

The way to get started is to quit talking and begin doing. - Walt Disney

Online Appointments

To make an appointment, please click below.

Let's Talk!

Connect With Us


Copyright © 2021 323 Wealth Management LLC - All Rights Reserved.


Powered by GoDaddy Website Builder

Have you read our latest blog?

Check it out!

Learn more