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How to Be a Financial Planner: Revision history

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13 March 2023

  • curprev 10:4910:49, 13 March 2023 Lukegao1 talk contribs 1,918 bytes +1,918 创建页面，内容为“ Being a financial planner involves helping individuals and families achieve their financial goals through careful planning and investment strategies. Here are some steps to become a financial planner: 1. Earn a degree: A bachelor's degree in finance, accounting, economics, or a related field is typically required to become a financial planner. Consider taking courses in investments, tax planning, and retirement planning. 2. Gain experience: Many financial p…”
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