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Topic: The Path to Becoming a Financial Advisor

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The Path to Becoming a Financial Advisor

Before we get into the mainstream definition of who a financial advisor is and what they do, you need to know that it is an umbrella term for various other roles that fall under it, which are:

  • Financial planner
  • Mutual fund dealer
  • Portfolio manager
  • Insurance advisor
  • Financial coach

A financial advisor is someone who advises their client on how to better manage their finances. Not only do they guide you on the ways their clients can increase their income and manage their savings, but they also help them rise out of challenging economic times.

-- Edited by allegiantcg on Monday 30th of January 2023 03:46:14 AM

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