What exactly is a retirement planning counselor and how can they help me plan my retirement? There are many designations after names on business cards, each rendering a different meaning in their professional field. For a retirement planning counselor, a designation such as:
C.F.A. (Chartered Financial Analyst)
C.P.A. (Certified Public Accountant)
C.F.P. (Certified Financial Planner)
C.I.M.A. (Certified Investment Management Analyst)
Ch.C.F. (Chartered Financial Consultant)
The process
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