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
From sales fees, the dealer fee and destination charge to document and tax, title and license fees ... wrap fees, planning fees, investment management fees, every financial adviser charges a little differently depending on the type of financial.

It's Not Too Early To Start Planning For Your Retirement
CFP licenses require at least four years of previous financial planning service experience ... Do you specialize in certain areas, services or types of clients? Because planning is such a broad field, many planners specialize in certain areas or with.

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