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  2. 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 ...

  3. 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.

  4. National Association of Personal Financial Advisors - Wikipedia

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

    National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry ...

  5. 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) ... These professionals often work as financial planners, financial advisors, investment advisors, financial consultants or wealth managers. They can join ...

  6. How to find a trusted retirement advisor: Factors to consider ...

    www.aol.com/finance/how-to-find-a-retirement...

    The only difference between a financial advisor and adviser is style. Some professionals prefer to use the term adviser as a nod to the U.S. Investment Advisers Act of 1940.

  7. What Certifications Do My Financial Advisor Need? - AOL

    www.aol.com/finance/certifications-financial...

    Financial advisors are professionals who work with clients to help them with their finances and investments. Advisors may work with clients holistically to develop broad financial plans, or they ...

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