In a year-long project intended to educate consumers about the comprehensive nature of financial planning, CFP Board released a primer on helping clients minimize personal risks.
“So many people think financial planning equals investment advice, when in fact CFP professionals take a far broader view of an individual's financial situation,” says CFP’s Consumer Advocate Eleanor Blayney, the creator and face behind the “12 for 12 Approach for Financial Confidence” campaign.
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