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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Updated with Regulations: Estate laws and tax implications can be complex and ever-changing.

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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

However, we have found some completely differentiated investments and business models within our financials with investment drivers ranging from emerging market credit and insurance penetration to irreplaceable financial market infrastructure. RoIC is a measure of determining a company’s financial performance.