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  2. Certified Financial Planner Board of Standards - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial...

    Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...

  3. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer ...

  4. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    Certified Trust and Financial Advisor: CTFA: American Bankers Association: Certified Turnaround Professional [8] CTP: Turnaround Management Association: Registered Financial Planner [9] RFP: Registered Financial Planners Institute: Financial Risk Manager: FRM: Global Association of Risk Professionals: Professional Risk Manager: PRM

  5. How to find a trusted retirement advisor: Factors to consider ...

    www.aol.com/finance/how-to-find-a-retirement...

    For retirement planning, your advisor may spend between 14 and 20 hours per year. That works out to an annual cost of $4,200 and $6,000. Commission-based fee. A percentage or flat fee per trade ...

  6. What is a retirement financial advisor? - AOL

    www.aol.com/finance/retirement-financial-advisor...

    A retirement advisor focuses on the most relevant issues for clients planning their finances leading up to and during retirement. Research has shown a good financial advisor can increase your ...

  7. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...

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