Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Harness Wealth

MARCH 5, 2024

They often work on more complex legal tax matters involving legal disputes and audits, estate planning, or business tax intricacies. EAs must also obtain 72 hours of continuing education every three years with a minimum of 16 hours per year including ethics training.

Taxes 52

Taxes Tax Planning Ethics Education 52