Budgeting Communication Financial Consultant Financial Planner 
WiserAdvisor
AUGUST 8, 2022
You can look for the following: Chartered Financial Analyst (CFA)). Certified Trust and Financial Officer (CTFA). Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP). The investment budgets of high-net-worth individuals are also a lot more, which increases the risk exposure.
Sara Grillo
SEPTEMBER 26, 2022
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.
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