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What Is a Financial Planner? Different Kinds and What They Do

By Daniel Liberto May 16, 2025 Investopedia

A financial planner helps individuals manage money, with CFP® professionals recognized as the most reliable. To earn the CFP® designation, one must meet strict requirements in education, examination, experience and ethics, which require CFP® professionals to act in the best interest of their clients.

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Investopedia
Daniel Liberto
May 16, 2025