Certified Financial Planner, Events and Financial Consultant

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Certified Financial Planner

Events

Financial Consultant

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

DECEMBER 1, 2023

These milestones can often bring unique financial challenges for physicians. each of these events can profoundly impact an individual’s financial situation. In such times of transition, the role of a financial advisor becomes indispensable.

Financial Advisor

Financial Advisor Medical Insurance Education

4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

AUGUST 8, 2022

You can look for the following: Chartered Financial Analyst (CFA)). Certified Trust and Financial Officer (CTFA). Certified Private Wealth Advisor (CPWA). Chartered Financial Consultant (ChFC). Certified Investment Management Analyst (CIMA). Certified Financial Planner (CFP).

Wealth Management

Wealth Management Financial Planning Financial Advisor Taxes

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP

CFP Financial Advisor Financial Planner Ethics

Webinars

What Your Financial Statements Are Telling You—And How to Listen!

How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

Financial Advisor Source

Why do Physicians Need Financial Advisors and How to Find Them

4 Financial Concerns High-Net-Worth Individuals Face

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Webinars

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