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What type of license is required to be a financial planner?
EncofBizandFinance
Currently, there is no special licensing requirement to become a financial planner. However, many financial planners earn a certified financial planning (CFP) or chartered financial consultant (ChFC) designation.
To become a reputable financial planner in the US, you need to have a CFP Certification conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board), Financial Planners Standards Council in Canada, etc. depending on the country.
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∙ 12y ago
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