financial adviser vs. CFP

Insurance News

What Does It Take to Develop into a CFP?

Do you ever get confused while you hear the phrases: Monetary Adviser, Monetary Planner, Monetary Guide, Funding Adviser, Licensed Monetary Planner? In the event you do, don’t fret, you are not alone. Hey. That is Jeff Rose, Licensed Monetary Planner and private finance skilled, right here at Sensible Bread. Let us take a look at what the distinction is between…