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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.
A financial planner is a type of financial advisor whose main role is to help clients plan for the future. When you hire a financial planner, you gain access to a trained professional who can help ...
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 ...
Retirement planning: Key steps Retirement planning is an ongoing process that will need to be updated as your plans for the future change. Here are the key steps to retirement planning.
A financial advisor provides a range of advice and services around your financial life, including planning for retirement, managing your investments, preparing a budget, estate planning and much ...
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 ...
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