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How is a Certified Financial Planner CM different from stock brokers and other financial advisors?

April 26, 2017advisors brokers certified CM different financial planner stock

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How is a Certified Financial Planner CM different from stock brokers and other financial advisors?

1 Answer

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A Certified Financial Planner CM takes holistic view of your financial situation and recommends suitable investment strategy and products. His focus is to make recommendations on the basis of a financial plan and is not to give product or security driven advice in isolation.