Because there are no state or federal regulations for the planning industry, anyone can call himself a financial planner. As a result, you'll want to hire a planner who's earned credentials, such as a Certified Financial Planner (CFP) or a Personal Financial Specialist (PFS). The credentials...
This is a new designation created by the National Association of Personal Financial Advisors, a competitor of the Certified Financial Board of Standards, Inc. which issues the CFP designation. The PFA is for fee-only planners who have at least five years experience and have passed a series of ...
3. Certified financial planner Financial advisors who are CFPs have met the rigorous training and experience requirements of the CFP Board, have passed the certification exam and are held to high ethical standards. CFPs have a fiduciary duty to their clients. Financial planners can offer services ...
5类顶级金融类证书（Top 5 types of financial certificates）Chartered Certified Public Accountants (ACCA)Qualifications: college degree or above, or a freshman or above.Time required for eligibility (average) to obtain eligibility (average): 3-4 years.Fees required for qualification (excluding training)...
Financial Planning Money matters are often complicated for both individuals and businesses, which is where financial planning comes in. Careers in financial planning usually focus on helping clients make the most of what they have. When it comes to families and individuals, planners focus on growing...
Rich countries provide financial aid to poor countries but this aid has little effect; therefore rich countries should provide other types of help. To what extent do you agree or disagree with this opinion? Give reasons for your answer and include any relevant examples from your own knowledge or...
(IRA). For many retirement savers, a Discover®IRA Certificate of Deposit (CD) or DiscoverIRA Savings Accountmay be the right solution. An IRA can be vital to your retirement financial future. Financial planners believe you should start contributing to an IRA as early as possible in your ...
An electrical engineer’s professional environment depends largely on the industry in which they work. When they work with urban planners they’ll work in an office or city setting. By contrast, if they’re implementing environmental solutions in construction projects, they’ll spend most of their...
Investment consultants who manage their clients’ personal finances are known as financial planners. They may develop a financial plan to help a client manage college tuition fees. Qualified financial planners hold acertified financial planner(CFP),certified public accountant(CPA), or personal financial...
Global credentials are also becoming increasingly sought-after as signals of legitimacy and financial acumen. Examples include thecertified financial planner (CFP)andchartered financial analyst (CFA)designations. Most successful stockbrokers have exceptional interpersonal skills and can maintain strong sales ...