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Following is a partial list of professional certifications in financial services, with an overview of the educational and continuing requirements for each; see Professional certification § Accountancy, auditing and finance and Category:Professional certification in finance for all articles.
The website provides financial education content for consumers at various stages of life, explaining what financial planning is, how the financial planning process works and the different types of financial advisors. The website also has a search tool that allows consumers to find a CFP professional near them.
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.
To become a financial advisor, one is required to complete training and earn registration, so these are highly qualified individuals when it comes to working with you and your finances.
Learn More: I’m a Financial Advisor: I’d Invest My First $5,000 in These 6 Stocks Find Out: 6 Genius Things All Wealthy People Do With Their Money Do You Understand the Investment?
An advisor can monitor and tweak your portfolio as needed, then meet with you once a year to review its performance and address any other financial goals or concerns.
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