Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?
This is your opportunity to ask questions. No question too simple or too silly.
Culture war topics are accepted, and proposals for a better intro post are appreciated.
Jump in the discussion.
No email address required.
Notes -
It's not uncommon for financial advisors to be financial planners and vice versa.
Stereotypically, financial advisors are somewhat more prestigious and are more focused on things like investments and asset allocation. Financial planners are more "holistic," who may consider things like life insurance but may be more basic with regard to things like investment theory knowhow. Fee/compensation structures may or may not reflect as such.
In countries like the States—financial advisors are stereotypically CFA instead of CFP holders, financial planners are CFP instead of CFA holders. Although one can certainly hold both designations.
More options
Context Copy link