Accounting Debt Management Financial Consultant Tax Planning 
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. To practice, an accountant must have certification from national professional associations.
International College of Financial Planning
AUGUST 2, 2021
Financial advisors work with different kinds of organizations, and these include –. Wealth Management Firms. Accounting & Tax Planning Firms. Debt Management Firms. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.
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