Certification Communication Risk Analysis Taxes 
International College of Financial Planning
JULY 20, 2022
Risk analysis is one of the most important topics to understand when pursuing a career in finance. Many think risk analysis is only about calculating risks and finding solutions to minimize them. To become a certified financial planner (CFP), you must learn about risk analysis in-depth.
International College of Financial Planning
OCTOBER 26, 2023
When the client engages with the estate planning attorney, the financial planner already collates and structures pivotal financial documents, encompassing existing estate documents, tax returns, and financial account summaries. Maintaining open communication channels between these two pillars of the financial foundation is imperative.
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