Educational requirements for ... include financial planner, financial advisor, wealth manager and investment consultant. "The reality is that since the education provided through the ChFC ...

Only 27 states require that students take a personal finance course to graduate high school, with many only requiring a ...

Financial advisors help people manage their money through investing, retirement planning, estate planning, having children, and more depending on the advisor's qualifications, experience ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

but it gives the advisor a key opportunity to reassure clients and provide further education. Many people believe this is the primary duty of a financial advisor; however, how the work is ...