What are the job roles of a Certified Financial Planner?

0 4 Views | Posted 10 months ago
Asked by Rashmi Thakur

  • 1 Answer

  • N

    Answered by

    Nikita Chauhan | Contributor-Level 9

    a week ago

    CFP are financial helpers and help people manage their money to reach life goals. These goals can be -

    • buying a house
    • saving for college
    • even retiring comfortably, etc.

    They help in making personalized plans for

    • saving
    • investing
    • taxes
    • insurance, etc.

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