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2. 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. In the United States, a financial adviser carries a Series 7 and ...

3. Certified Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Certified_Financial_Planner

   The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.

4. Chartered Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Planner

   The Chartered Financial Planner [1] is a qualification for professional financial planners [2] and financial advisers [3] awarded by the Chartered Insurance Institute.. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard' within the ...

5. Do I need a financial advisor? When you should consider ... - AOL

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

   What financial advisors do. A financial advisor helps individuals manage their money and map out their financial futures. For example, financial advisors can help you plan for retirement, budget ...

6. Pros and cons of hiring a financial advisor - AOL

   www.aol.com/finance/pros-cons-hiring-financial...

   Cons. Unclear fees. Some advisors may be unclear on their fees and when they get paid. But as a client, this is something that you need total clarity on from your advisor. “It is important to ...

7. Financial advisor vs. accountant: What’s the difference? - AOL

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

   Financial advisors are a popular source of information: Of the 57 percent of Americans who sought financial advice in 2023, about 35 percent spoke with a financial advisor — the second most ...