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A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.
Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Some advisors do not observe fiduciaryduty but are bound to a suitability standard.
For instance, you can hire a fiduciary. Fiduciaryduty mandates the advisor to keep your interests ahead of theirs. Certified Financial Planner (CFP). If the professional has too many clients, they might not have enough time to attend to your needs, especially if you want round-the-clock communication.
When researching wealth management firms, paying attention to their credentials and qualifications is essential, including whether they have a fiduciaryduty to uphold. As your trusted advisors, we prioritize clear and transparent communication.
When researching wealth management firms, paying attention to their credentials and qualifications is essential, including whether they have a fiduciaryduty to uphold. As your trusted advisors, we prioritize clear and transparent communication.
Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). Slome, CFA, CFP Plan. Hired by NASA to seek approval from the FCC for NASA systems used to track and relay satellite data.
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