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Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...
A good financial advisor can get you to stick to your long-term plan when things get rough. Here are 5 different types to ...
Becoming a financial advisor can lead to a lucrative career, but the real reward is helping clients achieve their dreams.
These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...
Why We Picked It: With their affordable pricing, access to certified financial planners and user-friendly platform, Facet Wealth is a great option for anyone looking to take control of their ...
If you're in any of the following situations, you may want to consider sitting down with a financial advisor or a certified financial planner (CFP). 1. You're young When I was in my senior year of ...
As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...
"What you don’t want to do is you don’t want to make emotional decisions, you don’t want to bail out on your plan," said Joseph Bert, a certified financial planner.
There is no certification to become a financial advisor, but there is to become a certified financial planner. To get that you'll need to complete coursework on financial planning through a CFP ...