Economics, Financial Planner, Risk Analysis and Taxes

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Economics

Financial Planner

Risk Analysis

Taxes

Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

OCTOBER 26, 2023

The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning

Estate Planning CFP Certification Certified Financial Planner

Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Financial advisors focus primarily on investments, while accountants focus more on taxes and other record-keeping aspects of finances. You’re on the right track!

Financial Advisor

Financial Advisor Accounting Certified Financial Planner Certification

Webinars

Confronting the Change Challenge

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Financial Advisor Source

Estate Planning Strategy: Leveraging CFP® Certification Expertise

Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Webinars

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