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  2. The Benefits of Working With a Certified Financial Planner - AOL

    www.aol.com/finance/benefits-working-certified...

    The first is to perform 6,000 hours — slightly more than three years at a maximum of 40 hours per week — of financial planning-related work They can work directly with clients, support or ...

  3. 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 ...

  4. 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

  5. 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 ...

  6. National Association of Personal Financial Advisors - Wikipedia

    en.wikipedia.org/wiki/National_association_of...

    Peer review ensures that a NAPFA member has the ability to provide comprehensive financial planning across a wide range of potential client needs—investments, taxes, estate planning, college savings, insurance, long-term care insurance, retirement spending, and more. All new members since 2012 must have the Certified Financial Planner ...

  7. How to Find a Certified Financial Planner (CFP) For 2023 - AOL

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

    With so many online resources to choose from, finding a financial advisor has become easier. However, there’s a lot to sift through when it comes to picking one. Every financial advisor tends to ...

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