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Schwab Institutional is one of the nation’s largest financial services firms. They provide related financial services for over 7 million active accounts with more than $1 trillion in assets. The firm has been in this line of business for over 30 years. www.schwab.com |
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WiserAdvisor.com is a revolutionary new way to find the best financial advisor to meet specific goals. They have developed three different search methods to help select the best advisors. www.wiseradvisor.com |
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The Certified Financial Planner Board of Standards benefits the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors acts on behalf of the public, CFP® certificants, and other stakeholders. www.cfp.net |
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The Financial Planning Association is a leadership and advocacy organization connecting those who provide, support, and benefit from professional financial planning. The FPA represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. www.fpaforfinancialplanning.org |
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The CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA® designation. They promote the highest ethical standards and offer a range of educational opportunities online and around the world. www.cfainstitute.org |
