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2. CRPC vs. CFP: Designations for Financial Advisors - AOL

   www.aol.com/crpc-vs-cfp-designations-financial...

   The CRPC course is available through the College of Financial Planning. Courses are presented, either with live instructors or in a self-paced on-demand format. The live instruction course lasts ...

3. Financial management advisor - Wikipedia

   en.wikipedia.org/wiki/Financial_management_advisor

   The financial management advisor (FMA) is a professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation which is usually a precursor to the certified financial planner (CFP) designation.

4. The American College of Financial Services - Wikipedia

   en.wikipedia.org/wiki/The_American_College_of...

   Today The College provides training for the Certified Financial Planner (CFP) exam, The Chartered Financial Consultant (ChFC) designation, and the Master of Science in Financial Services (MSFS) master's degree. Twenty full-time faculty members and financial experts work at the campus. [4]

5. Personal finance - Wikipedia

   en.wikipedia.org/wiki/Personal_finance

   Critical areas of personal financial planning, as suggested by the Financial Planning Standards Board, are: [21] Financial position: Financial position is concerned with understanding the personal resources available by examining net worth and household cash flow. Net worth is a person's balance sheet, calculated by adding up all assets under ...

6. What Is a Financial Planner and When Do You Need One? - AOL

   www.aol.com/finance/financial-planner-one...

   A certified financial planner has completed college-level coursework in personal finance planning. A CFP must also build up thousands of hours of financial planning experience, pass a national ...

7. Year-end financial checklist: Your guide to reviewing and ...

   www.aol.com/financial-planning-checklist...

   2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.