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The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financialadvice to clients for a fee are required to meet minimum required regulatory standards. . Degrees do not require continuing education and rarely any ongoing ethical commitment.
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when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financialadvice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?
Macchia chimes in, saying he finds it ironic that the first module in the CFP program is riskmanagement, which he interprets to be about insurance. And if you want to join the right for higher ethics in financialadvice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!
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