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- Learning about Financial Planning Designations. Please research Financial Planning designations in general and specifically each of these 3 Financial Planning designations - CFP® ChFC® AFC ® Based on what you find include in your email what is involved in earning each of the 3 listed designations above? What main areas do they cover? In addition to the test needed for the designation, how many hours of experience do you need to receive each credential?Why should a client provide their investment manager with an investment policy statement? Be specific. Edit View Insert Format Tools TableDescribe the financial analysis tools you would use to convince management to make the investment you are proposing?
