Current Issues with Financial Planners

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Issue:

Business

 

Written by:

Edwin C

 

Date added:

November 24, 2015

 

Level:

University

 

Grade:

A

 

No of pages / words:

7 / 1916

 

Was viewed:

4855 times

 

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Essay content:

Evaluate your alternatives 5. Create and implement your financial plan 6. Review and revise your plan. (1) Financial Planning Careers There are a number of financial service careers and two that are growing and critical in the field of finance are becoming a Financial Adviser (FA) and Certified Financial Planner (CFP®)...
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An FA may have some of the same licenses as a CFP®; however, the CFP® will have further knowledge and skills to set the two apart, and the people who want a financial planner that they can trust and know their money is in the right hands will select the more qualified worker. Clients may refer to their wanting a CFP® who is a fiduciary; having the clients needs in front of their own...
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