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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. Excellent communication and interpersonal skills. A deep understanding of financial markets and investment strategies.

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Hire a Financial Advisor who is a CFP®.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.

CFP 59