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  2. Fiduciary vs. Financial Advisor: What’s the Difference? - AOL

    www.aol.com/finance/fiduciary-vs-financial...

    The following titles can fall under the umbrella of financial advisor: Accountant. Asset manager. Broker. Chartered financial analyst. Financial planner. Portfolio manager. Wealth manager. What Is ...

  3. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...

  4. How to find a trusted retirement advisor: Factors to ... - AOL

    www.aol.com/finance/how-to-find-a-retirement...

    For retirement planning, your advisor may spend between 14 and 20 hours per year. That works out to an annual cost of $4,200 and $6,000. Commission-based fee. A percentage or flat fee per trade ...

  5. Certified Financial Planner Board of Standards - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial...

    Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...

  6. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.

  7. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

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