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Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards. It may encompass budgeting, debtmanagement and developing strategies for saving and investing.
Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards. It may encompass budgeting, debtmanagement and developing strategies for saving and investing.
After passing the exam designed by the Certified Financial Planner Board of Standards, i.e. the body of individuals responsible for determining who can be certified for financial planning, the CFP must continue to participate and perform well in yearly education programs in order to upgrade their skills and maintain their certification.
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