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An Insight into Investment Advisor Courses and Training Programs

International College of Financial Planning

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You’d perhaps need to undergo special certifications as you enter the industry but MBA (Finance) remains a good starting point.

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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

When looking for a financial advisor, ensure they’re certified. Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). Accountants are typically Certified Public Accountants (CPAs), trained in accounting principles and regulations.

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12 Best Paying Jobs in Finance in 2023

Good Financial Cents

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. Hedge Fund Manager. Average salary: $83,578 per year.