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2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...
Financial Planning Association is a trade organization for CFPs that allows you to search its members by name or location. You can compare results based on specialty and how they structure their fees.
The Annual Conference is a nationwide meeting of K–12 educators, CEE affiliates from across the country, Federal Reserve partners, and other educators in this field. The conference features a selection of professional development workshops on economic and financial literacy geared for elementary, middle and high school levels.
He led the financial educator training for MidFirst Bank's peer-to-peer financial education at Arizona State University. [ 18 ] [ 19 ] He is the Director of the NFEC's Curriculum Advisory Board, which is composed of experts in the personal finance space and is instrumental in coordinating the development of the NFEC's financial literacy ...
The Beacon Hill Institute (BHI) is an economic research organization currently located in Medway, Massachusetts. It was founded in Boston in 1991 by businessman Ray Shamie .
Capital Impact Partners, or simply Capital Impact, is an American congressionally chartered, District of Columbia nonprofit and certified community development financial institution that provides credit and financial services to underserved markets and populations in the United States.
Financial planning tools and educational resources: Several online brokers offer free tools that help you create a financial plan, track your net worth or simply learn more about investing. It’s ...