A Who's Who Guide to Financial Advisers
"If you already have a financial plan and you know you have money you can afford to lose, you can just go to an investment adviser or a stock broker to get advice on investments," Redmond says.
People become financial planners by completing five course sessions that specialize in one of the many areas of study -- including insurance planning, employee benefits planning, investment and securities planning, state and federal income tax planning, asset protection, estate planning and retirement planning -- before taking the CFP Certification Examination, a 10-hour multiple choice exam.
Because of the broad spectrum of issues they are trained to deal with, finding a financial planner can be tricky. Check out this article for some tips on how to do so.
Certified Public Accountant
The average consumer generally seeks out a CPA when they are looking for someone to prepare their taxes or simply need general tax advice. These experts also specialize in tax audits or work as corporate accountants for big companies looking to maximize their tax returns and make sure that everything is filed accurately and on time.
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