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Investment advisors can also specialize in specific areas such as retirement planning, taxplanning, or portfolio management. Different Types of Investment Advisors FinancialPlanner: A financialplanner assists individuals achieve their financial goals.
This program offers a streamlined route to earning the prestigious CertifiedFinancialPlanner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway.
Conversely, a passive portfolio manager uses the market index as a benchmark and expects the returns to mimic the returns of that specific market index. Financialplanners A financialplanner is a professional who is chiefly responsible for improving the overall financial situation of his client.
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