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This acronym indicates you’re looking at a certified financial planner, a highly credentialed financial advisor that can help you By E Napoletano Contributor Nov 16, 2023
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Simply typing “financial advisor near me” into Google may net a slew of results — maybe too many results The thought of researching each one can feel overwhelming The thought of
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A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness
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