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Certification

Debt Management

Investment Planning

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What are the Different Types of Financial Advisors?

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. To practice, an accountant must have certification from national professional associations.

Financial Advisor

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

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. According to the Financial Planning Standards Board (FPSB), only 17% of consumers feel knowledgeable about financial matters.

Certified Financial Planner

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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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What are the Different Types of Financial Advisors?

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

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