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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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What is Portfolio Rebalancing?

Park Place Financial

About Rebalancing Investments. When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments. Individuals may also readjust their portfolios if their risk level changes and they need to develop a new asset allocation strategy.