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2. Certified Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Certified_Financial_Planner

   The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the ...

3. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or

4. Financial advisor vs. accountant: What’s the difference? - AOL

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

   An accountant’s role is typically more narrow than that of a financial advisor. Accountants help track and organize financial transactions and often help prepare annual tax filings. Oftentimes ...

5. Chartered Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Planner

   The Chartered Financial Planner [1] is a qualification for professional financial planners [2] and financial advisers [3] awarded by the Chartered Insurance Institute . By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it ...

6. Financial analyst - Wikipedia

   en.wikipedia.org/wiki/Financial_analyst

   Financial analyst. A financial analyst is a professional, [1] undertaking financial analysis for external or internal clients as a core feature of the job. [2] [3] [4] The role may specifically be titled securities analyst, research analyst, equity analyst, investment analyst, or ratings analyst. [5] [6] The job title is a broad one: [7] [8] [9 ...

7. 4 Different Financial Professionals -- and How They Can Work ...

   www.aol.com/2013/12/22/4-different-financial...

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