Remove Certification Remove Financial Advisor Remove License Remove Seminar
article thumbnail

How to Become a Financial Planner

International College of Financial Planning

Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. Understanding the Basics of Financial Planning The first step in financial planning is to set your financial goals.

article thumbnail

6 Tips to Avoid Financial Fraud and Guard Your Investments

WiserAdvisor

You can reach out to a professional financial advisor to help you in safely managing and growing your finances and avoiding offers/investments that may seem risky or fishy. Keep your financial information confidential: Before the COVID-19 pandemic, most people were wary of sharing their financial information online.