Certification Certified Financial Planner CFP Insurance Coverage 
International College of Financial Planning
SEPTEMBER 3, 2021
After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.
WiserAdvisor
DECEMBER 1, 2023
They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. You can also contact insurance companies that cater to professionals in the medical field, as they may have insights or partnerships with financial advisors who understand the specific needs of physicians.
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