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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

OCTOBER 26, 2023

Navigating the Complexities of Financial Planning Clients’ financial journey necessitates the involvement of various professionals, each specializing in critical domains like estate planning and financial strategizing.

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

When looking for a financial advisor, ensure they’re certified. Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). CFAs also show accounting, economics, portfolio management, and security analysis knowledge.

Financial Advisor 40
Financial Advisor Accounting Certified Financial Planner Certification 40
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