Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). Professionals who hold a CFP® are knowledgeable in all areas of financial planning , covering more than 100 topics, and qualify for the certification through tests and work experience.
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