Registered Financial Planners combine people skills and technical skills. They are trained, competent, and experienced in financial planning, investment planning, insurance planning and tax planning. They do care about their clients’ financial goals. They act with the public interest in mind. They are regulated through continuous education, examination, experience, enforcement of the code of ethics, and professional responsibilities for RFP® designation. They take a holistic approach to assess and serve their client’s financial needs.

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