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CFA vs. CFP: Which One Is Right for You?

By Mallika Mitra February 04, 2025 Bankrate

A CERTIFIED FINANCIAL PLANNER® professional and a chartered financial analyst (CFA) have several differences. CFP® professionals concentrate on long-term financial planning and usually work one-on-one with clients on their financial goals, while CFAs focus on investment tools and are often employed by large institutions.

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Bankrate
Mallika Mitra
February 4, 2025