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The job outlook for financial planners, professionals who help clients build long-term strategies for retirement and meet other financial goals, appears strong. According to the U.S. Bureau of ...
After a 12-year career as a successful economics teacher, Randy Gappen was burned out. At the beginning of his 13th year teaching high school seniors, he decided it was time for a change. Edward ...
Financial advisors may seem like professionals that only wealthy people hire, but that’s not truly the case. They can be especially helpful earlier in your career or life to help you set ...
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:
A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]
Financial analysts invariably use spreadsheets (and statistical software packages) to analyze financial data, spot trends, and develop forecasts. The analyst often also meets with company officials to gain a better insight into a company's prospects and to determine the company's managerial effectiveness.