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form_title=Hire a Personal Financial Planner form_header=A personal financial planner can help keep your finances in order. Do you know how long you would like to plan for?=_ Do you have any investements or securities?= () Yes () No Do you currently have a budget?= () Yes () No
What else can I help you with?
What is the best source for obtaining personalized personal financial advice?
The best source for obtaining personalized personal financial advice is a certified financial planner (CFP) or a financial advisor who can provide tailored guidance based on your individual financial situation and goals.
What has the author Judith Headington McGee written?
Judith Headington McGee has written: 'J.K. Lasser's personal investment planner' -- subject(s): Investments, Personal Finance 'J.K. Lasser's personal financial planner, 1988' -- subject(s): Personal Finance, Popular works
What has the author W Thomas Porter written?
W. Thomas Porter has written: 'A Football Band of Brothers' 'The personal financial planner's practice sourcebook' -- subject(s): Financial planners, Personal Finance
What are the names of some good certified financial planners?
A few are National Association of Personal Financial Advisors, Garret Planning Network, Certified Financial Planner Board of Standards, and Financial Planning Association.
Is there an easy way to start my financial planning?
A recommendation is a personal opinion and should be treated as such - I am not a financial planner and can not even handle my own finances or balance a check book.
What would you call a financial planner and a funeral pre-planner?
Arrangers
Why would I want to use a financial planner?
There are a lot of banks and financial planning personal places. You could go to us bank or citibank. That is what I would say to you for advice about subject.
What are considered personal services?
Personal services can include things like a wedding planner, personal assistant, house cleaning, financial services etc. It refers to when a business does something personal for you and makes things easier for you.
What is needed to obtain financial planner certification?
If one wanted to become a financial planner, one must obtain the proper certification needed. One would need to obtain the Certified Financial Planner (CFP) designation.
Difference between a Financial Adviser and a Certified Financial Planner?
Anyone can call themselves a financial planner since there is no licensing requirement. However a Certified Financial Planner (CFP®) has to have completed extensive education requirements, passed a grueling exam, have a minimum three years experience and must abide by the code of ethics of the CFP Board.Additionally, a Financial Adviser is one who has extensive experience in financial planning, aside from being a certified financial planner.
What type of license is required to be a financial planner?
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.
Why do you need a retirement financial planner?
Financial planners are a must for a stable future. One must obtain a trusted financial planner that will put them on the right track to a successful future.
