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2. Chartered financial consultant - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Consultant

   Chartered financial consultant ( ChFC) is the advanced financial planning designation awarded by The American College of Financial Services to individuals that have completed the specific training and have had three years of relevant business experience. [1] Charter holders use the designation ChFC on their resumes and are qualified to provide ...

3. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   Volatility (finance) Watered stock. v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of ...

4. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...

5. Do I Need a Financial Advisor or Insurance Agent? - AOL

   www.aol.com/finance/financial-advisor-insurance...

   A financial advisor can offer comprehensive advice on different areas of financial planning, including insurance. An agent, meanwhile, can help you buy an insurance policy. You might get advice ...

6. Chartered Financial Analyst - Wikipedia

   en.wikipedia.org/wiki/Chartered_Financial_Analyst

   The Chartered Financial Analyst ( CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. The program teaches a wide range of subjects relating to advanced investment ...

7. Certified Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Certified_Financial_Planner

   The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the ...