... 学习内容 Learning content 证书待遇 Certificant 收费标准 Charge standard ...
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Certificant Treatment 证书待遇
When the certificant provides financial planning or material elements of financial planning, the certificant owes to the client the duty of care of a fiduciary as defined by the CFP Board.
FORBES: Differences Between Stockbrokers, Investment Advisors And Financial Planners
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