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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

Navigating the Complexities of Financial Planning Clients’ financial journey necessitates the involvement of various professionals, each specializing in critical domains like estate planning and financial strategizing. How can ICOFP help you achieve your dream of becoming a CFP® professional?

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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified. Both seem to be similar and help in their unique ways.