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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.

3. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   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, accountant); or

4. 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.

5. Professional certification in financial services - Wikipedia

   en.wikipedia.org/wiki/Professional_certification...

   The Financial Risk Manager (FRM) is a professional certification in risk management offered by the Global Association of Risk Professionals (GARP). [ 41 ] The coverage - focusing on market risk , credit risk and operational risk , and including requisite quantitative and investment management material - is over two exams.

6. 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 ...

7. Gen Z is 65% less likely than Boomers to turn to financial ...

   www.aol.com/gen-z-65-less-likely-160000905.html

   Financial Professionals Are Still the Go-To Source for Financial Advice. More than a quarter of American adults (26%) said they would turn to a financial professional first when they had a ...