|
gptkbp:instanceOf
|
occupation
|
|
gptkbp:abilities
|
Mathematical Skills
Communication Skills
Analytical Skills
Ethical Judgment
Interpersonal Skills
|
|
gptkbp:alsoKnownAs
|
Financial Advisor
|
|
gptkbp:certification
|
gptkb:Certified_Financial_Planner_(CFP)
gptkb:Chartered_Financial_Consultant_(ChFC)
|
|
gptkbp:degree
|
Economics
Finance
Accounting
Business Administration
|
|
gptkbp:field
|
Finance
Wealth Management
Personal Finance
|
|
gptkbp:goal
|
Help clients achieve financial goals
Manage risk
Maximize wealth
Minimize taxes
Plan for retirement
|
|
gptkbp:hasWorkedWith
|
gptkb:bank
Financial Services Firm
Independent Practice
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
Financial Planner
|
|
gptkbp:professionalOrganization
|
gptkb:Certified_Financial_Planner_Board_of_Standards
gptkb:Financial_Planning_Association_(FPA)
gptkb:National_Association_of_Personal_Financial_Advisors_(NAPFA)
|
|
gptkbp:provides
|
Commission-Based
Fee-Based
Fee-Only
|
|
gptkbp:providesService
|
Financial Planning
Estate Planning
Retirement Planning
Insurance Planning
Investment Advice
Tax Planning
|
|
gptkbp:regulates
|
gptkb:Securities_and_Exchange_Commission_(SEC)
gptkb:Financial_Industry_Regulatory_Authority_(FINRA)
gptkb:State_Regulatory_Agencies
|
|
gptkbp:subject
|
Ethical Standards
Fiduciary Duty
|
|
gptkbp:uses
|
Spreadsheets
Financial Planning Software
Investment Analysis Tools
|
|
gptkbp:worksWith
|
Families
Businesses
Individuals
|
|
gptkbp:bfsParent
|
gptkb:FP
|
|
gptkbp:bfsLayer
|
6
|