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  2. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    [citation needed] Individuals who seek to challenge the CFP certification exam must take a financial planning capstone course before sitting for the exam. [11] Foreign degrees may be substituted for a U.S. degree if they receive equivalency from a third-party organization. The CFP Board began requiring a college education in 2008.

  3. What Is a Financial Planner and When Do You Need One? - AOL

    www.aol.com/finance/financial-planner-one...

    Whether you need a financial planner depends on your financial situation. If your finances don’t include much more than a couple of bank accounts, then you’re probably safe to develop a plan ...

  4. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

  5. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    Financial advisers need to pass a series of exams and receive a Diploma in Financial Planning (or, prior to the Retail Distribution Review, a Financial Planning Certificate) and also authorised by the Financial Conduct Authority, a UK government qango that must be satisfied that the adviser is a “fit and proper person” before they may ...

  6. The Benefits of Working With a Certified Financial Planner - AOL

    www.aol.com/finance/benefits-working-certified...

    A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the...

  7. How to Find a Certified Financial Planner (CFP) For 2023 - AOL

    www.aol.com/finance/certified-financial-planner...

    With so many online resources to choose from, finding a financial advisor has become easier. However, there’s a lot to sift through when it comes to picking one. Every financial advisor tends to ...