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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

OCTOBER 26, 2023

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations. Holistic Approach: Their curriculum emphasizes a holistic approach to financial planning.

Estate Planning 52
Estate Planning CFP Certification Certified Financial Planner 52
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