Remove Estate Planning Remove Risk Analysis Remove Risk Management
article thumbnail

What You learn in Risk Analysis Under CFP Certification

International College of Financial Planning

Risk analysis is one of the most important topics to understand when pursuing a career in finance. Many think risk analysis is only about calculating risks and finding solutions to minimize them. To become a certified financial planner (CFP), you must learn about risk analysis in-depth.

article thumbnail

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

Zoe Financial

Let’s review both of these in more depth: Financial Advisor A financial advisor helps you plan for your financial future by advising clients on investments, retirement planning, estate planning, insurance policies, tax strategies, and more.