Financial planning license types




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Financial planning advisers
A roundup of the different types ... and financial planning. They must sign a code of ethics before they can use the CFS credential. To keep the CFS status, a designee must take 30 hours of continuing education once every two years. License: CPA (Certified.

SunTrust Banks' (STI) Management Presents at Barclays Global Financial Services Conference (Transcript)
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Your Financial Adviser Charges What? Understand the Value of Advice
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