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A certified financial planner (CFP) is a financial professional that has earned the title by going through multiple educational courses and passing a series of exams. In order to earn and keep the ...
Despite the common expert suggestion that people save roughly 10% to 15% of their gross income, with adjustments when their financial situation changes, Lee’s wealthier clients aim higher ...
We asked certified financial planners and advisors what their biggest investing regret is, and what mistakes they see clients making most often. Here are five things these financial professionals ...
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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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.
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