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  2. Do you need a financial advisor as a small business owner? - AOL

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

    A business financial advisor is a hired professional who specializes in matters such as retirement planning for the self-employed, small business taxes and identifying cash flow issues.

  3. Small business financial planning for 2025 - AOL

    www.aol.com/finance/small-business-financial...

    The sooner you can start your small business financial planning for next year, the better. To get a jump on your to-do list for 2025, NEXT has compiled a list of tasks to help you and your ...

  4. CFA vs. CFP: Which one is right for you? - AOL

    www.aol.com/finance/cfa-vs-cfp-one-163532674.html

    A certified financial planner (CFP) and a chartered financial analyst (CFA) are both respected credentials that professionals in the financial services industry can earn — but they have several ...

  5. 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 ...

  6. 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.

  7. Chartered financial consultant - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Consultant

    Applications of comprehensive financial planning and consulting Exams are closed-book and proctored for each course much like any business course offered by an accredited institution. [ 5 ] To maintain the designation, holders must complete 30 hours of continuing education every two years and adhere to The American College Code of Ethics and ...

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

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

    Every financial advisor tends to have different types of certifications, such as certified public accountant (CPA) or chartered financial analyst (CFA). But perhaps the most popular designation is ...

  9. Professional certification in financial services - Wikipedia

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

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

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