Certified Financial Planner (CFP)

The Certified Financial Planner (CFP) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC) . Advocis is one of the FPSC’s founding member organizations offering courses leading to the CFP designation. An advisor with a CFP may help you with personal financial planning and offer advice on investment products and strategies.

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April 13th, 2024