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Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals.