Certified Financial Planner vs Regular Financial Advisor
Автор: IMS Proschool
Загружено: 2025-07-07
Просмотров: 53682
CFP vs Regular Financial Advisor
In this video, Certified Financial Planner Mr. Manmeet Khurana explains the full form of CFP, its significance, and how it differs from a certified financial advisor or personal financial advisor. Learn how a financial planner delivers comprehensive advice compared to a typical financial advisor.
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🔍 What’s Covered in This Video:
✅ Certified financial planner vs certified financial advisor
✅ Financial advisor and financial planner – key difference
✅ Financial planner vs wealth manager comparison
✅ Roles like investment advisor, chartered financial advisor, and more
🕒 Timestamps:
(00:00) Intro
(0:18) How a CFP is different from a financial advisor
(0:36) Real-life investment planner example
(1:20) CFP’s ethical responsibilities
(1:59) Summary: financial advisor vs planner
🎯 Who Should Watch?
Anyone confused between a certified financial planner, financial planner, salaried financial advisor, chartered financial planner, or investment advisor will find this helpful.
📩 Got questions about CFP or comparing roles like chief financial advisor, chartered financial planner, or financial advisor vs planner? Drop a comment below!
👍 Like | 🔔 Subscribe | 📤 Share with anyone exploring careers in personal finance or looking for the right advisor!
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