financial adviser vs. CFP

Insurance News

What Does It Take to Change into a CFP?

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