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2. Certified Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Certified_Financial_Planner

   The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.

3. Chartered financial consultant - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Consultant

   To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses, equivalent to 27 semester credit hours (9 courses). [5] Students must master over 100 topics on integrated advanced financial planning, covering areas such as [1] [5]

4. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.

5. I’m a Financial Advisor: My Wealthiest Clients All Do These 3 ...

   www.aol.com/m-financial-advisor-wealthiest...

   Despite the common expert suggestion that people save roughly 10% to 15% of their gross income, with adjustments when their financial situation changes, Lee’s wealthier clients aim higher ...

6. Ask an Advisor: When Should I Work With a Financial Advisor ...

   www.aol.com/ask-advisor-financial-advisor-versus...

   However, many financial advisors, especially financial planners who are Certified Financial Planners (CFPs®) or hold other specialized credentials, offer help in a much broader range of areas ...

7. 6 Signs You Need a Financial Advisor To Build Wealth - AOL

   www.aol.com/6-signs-financial-advisor-build...

   To become a financial advisor, one is required to complete training and earn registration, so these are highly qualified individuals when it comes to working with you and your finances ...