CFP certification needs CFP Board-registered education, a passing exam score, required experience, and a bachelor's degree before certification is granted. You can meet the education component via colleges, online university programs, or professional certificates - confirm each program's registration with the CFP Board.
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Financial Planner Education
Investment Decision
Investment decisions combine judgment and systematic methods. Use risk-adjusted measures, diversification, and ongoing monitoring to buy assets that offer the best return per unit of risk and sell those that no longer meet your criteria.
Retirement Planning Calculators
Retirement calculators turn goals into action by estimating needed savings, illustrating compounding, and testing trade-offs. Use them with realistic assumptions, include fees and taxes, and consult an advisor for complex situations.
Minority Business Grants
Grants can provide non-dilutive funding for specific projects, but they are competitive and often targeted. Use Grants.gov and SAM.gov Assistance Listings, prepare a tight application with measurable outcomes, and work with local counselors to improve your chances.
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