Remove Ethics Remove Financial Advising Remove Financial Market Remove Financial Planner
article thumbnail

Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

article thumbnail

Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

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.