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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
Developing a financial plan is one of the most important things you can do to ensure a secure future. A good financial plan provides a roadmap that takes you from the earliest days of your working...
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 ...
The Financial Planning Association is a membership organization for CFP professionals. You can access practice support tools, learning resources, networking opportunities and the association's job ...
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.
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.