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CFP, ChFC, CFA, CIC, CDFA, CPWA, CPA: How to navigate money advisors | Retire on Track
Herald-Tribune via Yahoo Finance· 9 months agoI received an email the other day from a colleague in the financial services industry. After his...
From CFP to CPA: 6 Financial Certifications and How To Choose the Right One for You
GOBankingRates via Yahoo Finance· 3 months agoManaging your finances, figuring out how to pay your taxes, and planning for the future can be...
CPWA vs. CFP: Which Financial Advisor Do You Need?
SmartAsset via Yahoo Finance· 2 years agoWhen working with a financial advisor, their certification can help you quickly determine what kind of advisor they are. Although there is usually some...
How to Check a Financial Advisor's Credentials
SmartAsset via Yahoo Finance· 1 year agoLooking for qualified financial advisors is easier in today's world than it has been in the past. Of course, you still have to vet candidates to make...
How to become a financial advisor
Bankrate via Yahoo Finance· 7 months agoFinancial advisors can enjoy rewarding careers where they work with clients to develop plans around their financial goals. Some advisors work for large...
What is a certified retirement counselor (CRC)?
Bankrate via Yahoo Finance· 7 months agoA certified retirement counselor can be a valuable asset in your retirement planning journey. While nearly all financial advisors can help with...
What is a financial consultant and what do they do?
Bankrate via Yahoo Finance· 7 months agoPortions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our...
What is a National Social Security Advisor (NSSA)?
Bankrate via AOL· 5 months agoA National Social Security Advisor (NSSA) is an individual who has finished the certificate program for the designation, which was created by the...
Who Regulates Financial Planners?
SmartAsset via Yahoo Finance· 8 months agoThe term ‘financial planner' can apply to a broad range of professionals, including accountants, insurance agents and investment advisors. If you work in...
Seniors, Here's How to Find a Retirement Financial Advisor Near You
SmartAsset via Yahoo Finance· 1 year agoSeniors can face a host of challenges as they get older. Retirement planning, paying for healthcare...
