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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

OCTOBER 26, 2023

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations.

Estate Planning 52
Estate Planning CFP Certification Certified Financial Planner 52
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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.

Financial Advisor 40
Financial Advisor Accounting Certified Financial Planner Certification 40
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