Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

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Financial consultants may hold the ChFC, chartered financial analyst (CFA) or certified financial planner (CFP) designations.

Becoming a financial advisor can lead to a lucrative career, but the real reward is helping clients achieve their dreams.

A financial plan can help people assess where they are ... Additionally, he has Series 7, Series 63, Series 66, Series 26 securities licenses, and Life, Accident, Health and Long-Term Care licenses.

By using your financial planning and wealth management skills to provide this much-needed skill to both individuals and businesses, you’ll have access to a wide variety of career options ranked high ...

"CFPs and CPAs must complete formal education, undergo rigorous examination and licensing qualifications ... such as a retirement planning specialist, or RPS, for financial advisors focused ...

During this time, Debra also earned her CPA license and financial planning license for the State of New Jersey, and also obtained her insurance licenses. Debra has been recognized as a top ...