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The Mark of a True Professional With Ike Trotter

NAIFA Advisor Today

As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is an active member and volunteer of NAIFA.

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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. ChFC ® – Chartered Financial Consultant.

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CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance

International College of Financial Planning

Whether you’re looking to work in wealth management, become a personal financial advisor, or even start your own financial consultancy, the CFP® certification can be your key to success.

CFP 52
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How Job-Oriented Courses After 12th Can Transform Your Career Path

International College of Financial Planning

RFPA Course The Registered Financial Prosperity Advisor (RFPA) program, offered by the International College of Financial Planning (ICOFP) in collaboration with Bajaj Capital, is a prime example of an effectively designed short-term course.

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4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. Certified Trust and Financial Officer (CTFA).

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.