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How can a certified financial planner help you keep the investment risk to a level that is comfortable for you?
Wiki User
∙ 10y ago
A certified financial planner can definitely help you keep the investment risk to a level that you are comfortable with. Just brainstorm and discuss levels your threshold levels.
Wiki User
∙ 10y ago
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Where should I go for sound financial advice?
There are many options for getting sound financial advice. Try one or more of the following: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Estate or Tax Planning Attorney, Investment Broker or Insurance Agent.
What can be learned by enrolling in the CFP course?
You can learn to become a Certified Financial Planner by enrolling in the CFP Course. They have many courses that will set you on your way to become a Professional Financial Planner.
As a financial planner will you lose your licenses insurance investment etc if you foreclose on your house?
Even if you don't lose your license, etc. I sure as heck wouldn't use a financial planner who had his or her house foreclosed on!
How to Select the Best Financial Advisor ?
A good financial advisor will help you to invest and manage your money in an effort to meet your financial goals. It's wise to be careful when choosing a financial advisor because you will entrust them with your money. It's wise only to employ a financial planner who is a certified financial planner (CFP). These professionals go through a rigorous testing process in order to become certified. Additionally, you may want to consider hiring a financial advisor who is paid based on the work they do instead of being paid a commission on their investments as these planners may be less biased in their investment decisions.
Where can one compare companies mutual fund rates?
There a few ways to compare mutual fund rates for different investment companies. The easier is to meet with a certified financial planner; the other is to use a software program such as FundVisualizer.
What is Certified Financial Planner Board of Standards's population?
The population of Certified Financial Planner Board of Standards is 51.
What's the difference between normal bonds and premium bonds?
Talk to a certified financial planner about which bonds are the best for your investment portfolio.
What is an appropriate fee for a certified financial planner?
You can't define fees for certified financial planners because it depends on which type of financial planner you hire. There are fee-only planners as well as free financial planners, too.
Where should I go for sound financial advice?
There are many options for getting sound financial advice. Try one or more of the following: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Estate or Tax Planning Attorney, Investment Broker or Insurance Agent.
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.
How does someone become a certified financial planner?
Someone can become a certified financial planner by getting a qualification from the CFP Board. One can apply to take the qualification exam online through their website.
How many Certified Financial Planner in India?
1570 as on march 2011.
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.
What steps does one need to take to become a certified financial planner?
One needs to take several steps to become a certified financial planner. The first and most important step is to go through a certified financial planner education regimen at some university. Next, one must pass the CFP exam administered by the CFP Board.
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.
What does a financial planner certifiction do?
A certified financial planner can help you with your finances. If you yourself wants to become a CFP then there is schooling envolved. It may be a profitable buy for some but not for others.
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.
