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What are the Different Types of Financial Advisors?

WiserAdvisor

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Below are the different kinds of financial advisors you may choose from: 1.

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How Job-Oriented Courses After 12th Can Transform Your Career Path

International College of Financial Planning

This course prepares students for the CFP certification exam and covers comprehensive topics such as estate planning, investment planning, and retirement planning. Graduates can pursue careers as certified financial planners, investment advisors, and financial consultants.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. provide protection solutions for their clients. degree in Computer Science.

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

Sara Grillo

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. Salaske: What is an investment advisor?

CFP 59