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6 Financial Advisor Certifications to Choose From Based on Your Needs

By True Tamplin August 08, 2025 Forbes

Managing finances independently is easier than ever with technology, but professional guidance becomes essential as financial situations grow more complex. CFP® certification is one of the most respected credentials in financial planning and includes broad expertise in areas such as retirement, investments, taxes, insurance and estate planning.

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Forbes
True Tamplin
August 8, 2025