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CFPBS |
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Fortunately, the Certified Financial Planner Board of Standards has very specific requirements for certification. Smith recommends checking the names of those advisors who make the first cut against lists of bad actors updated continuously by the Certified Financial Planner Board of Standards. A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs. |
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