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[DOCX File]FPA Federal aDVOCACY tOOLKIT - Financial Planning …
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, a designation earned by financial and insurance professionals and conferred by the Certified Financial Planner Board of Standards. The CFP™ designation carries a fiduciary responsibility under which the advisor must act solely in the client’s best interest when offering personalized financial …
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[DOCX File]Career Guidance WA Grades 6-8 College Bound Scholarship
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Know the difference between fixed principal and fixed income assets and how to use them. Develop your own financial profile. Know what questions to ask a potential advisor. Determine your own …
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Comparing Financial Planner vs. Financial Advisor
contact may not know the difference between a financial planner, a broker, and an investment adviser or the difference between a fiduciary standard and a suitability standard. It’s your job to fix that. …
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[DOCX File]life insurance disclosure
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Know the difference between fixed principal and fixed income assets and how to use them. Develop your own financial profile. Know what questions to ask a potential advisor. Determine your own …
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[DOCX File]Financial ABC’s of Retirement Planning
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C.An insurance producer shall not use terms such as “financial planner,” “investment advisor,” “financial consultant,” or “financial counseling” in such a way as to imply that he or she is primarily …
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[DOC File]SUBJECT: Subscriber FPPs/Q&A/Long-Term Care/Draft #1
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FINANCIAL LITERACY. LESSON 11-26 INVESTMENT ... Learn the difference between saving and investing, compare risks and returns, and learn the basics of investing. Differentiate between saving and investing. ... before you invest any money you should talk with a financial planner or advisor…
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Difference between financial planner and financial advisor