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  2. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser is generally compensated through fees, commissions, or a combination of both. For example, a financial adviser may be compensated in one or more of the following ways: [4] An hourly fee for advisory services; A flat fee, such as $3,500 per year, for an annual portfolio review or $5,000 for a financial plan.

  3. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    Certified by the National Association of Sales Engineers (NAASE) via submission online [129] Certified Scheduling Technician: CST: AACE International: Certified Senior Advisor: CSA: Society of Certified Senior Advisors Certified Systems Engineering Professional: CSEP: International Council on Systems Engineering: Certified Usability Analyst: CUA

  4. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.

  5. A financial advisor may hold a number of different professional designations, such as certified financial planner (CFP) or chartered financial analyst (CFA), while accountants typically hold the ...

  6. How strong are your finances, really? Part two: 4 more money ...

    www.aol.com/finance/more-financial-questions-to...

    A credentialed financial advisor, accountant or attorney may be well worth the cost when you’re struggling to get your finances in order — especially if you and your spouse don’t always ...

  7. Fiduciary vs. financial advisor: How these types of advisors ...

    www.aol.com/finance/fiduciary-vs-financial...

    A financial fiduciary need not cost more than a financial advisor. Financial advisors may be paid a flat fee per job, an hourly rate or a percentage of assets under management. In contrast, a ...

  8. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    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.

  9. What Certifications Do My Financial Advisor Need? - AOL

    www.aol.com/finance/certifications-financial...

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