Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. 8) Occupational Outlook Handbook: Business and Financial Occupations.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Sara Grillo

SEPTEMBER 26, 2022

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. 2013, March).

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. 2013, March).

CFP 80

CFP Financial Planner Ethics Financial Planning 80