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.
DEFINITION of 'Chartered Financial Analyst-CFA'. A professional designation given by the CFA Institute (formerly AIMR) that measures the competence and integrity of financial analysts.Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.EFINITION of 'Chartered Financial Analyst-CFA'. A professional designation given by the CFA Institute (formerly AIMR) that measures the competence and integrity of financial analysts.