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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.
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 ...
NEXT shares 11 financial planning tasks for small business owners to help them get the most out of the next calendar year.
Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners. The authority to use the ChFC mark is granted by the Certification Committee of the Board of Trustees of The American College, and is contingent on adherence ...
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 (CFP) certification, which is held by more than 100,000 people in the United States. [1]
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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