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A financial planner is a type of financial advisor whose main role is to help clients plan for the future. ... Preparing you for the fiscal responsibilities that come with marriage and family.
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: integrate into the range of professional services (eg: lawyer, accountant); or
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 ...
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]
This publication outlines the professional financial planner's job, and explains the process of financial planning, but the term "financial plan" never appears in the publication's text. [ 8 ] The accounting and finance industries have distinct responsibilities and roles.
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