Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the certified ...

Explore the pros and cons of large and boutique financial firms to find which suits your advisor career best—support and training, or autonomy and client focus.

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

Few, if any, professionals have as many titles for what they do as financial advisors. There's financial advisors and financial planners. Wealth advisors and wellness advisors. Financial consultants ...

What Is a Financial Consultant? A financial consultant provides professional services that help individuals and businesses make wise financial decisions. They often do this by converting complex ...

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