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A financial planner, or wealth management advisor, reviews a company's or individual's financial statements and finds any potential risks or opportunities for growth.
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A certified financial planner can work in the industry of financial planning, wealth management, banks, amcs, credit rating firms, portfolio management, national and regional distribution firms, insurance companies, brokerage firms what is the role of financial planners in financial planning?
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A certified financial planner (cfp) has received specific training to provide guidance for making and executing financial strategies.
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