How to Be a Financial Planner：修订历史

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2023年3月13日 (星期一)

  • 当前之前 10:492023年3月13日 (一) 10:49‎ Lukegao1 讨论 贡献‎ 1,918字节 +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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