How Is CF Lieu Different From Other CFPs?

A CFP CERT TM holder means he has the competency and qualification in the 4 main areas in personal financial planning – wealth protection, wealth accumulation, wealth preservation and wealth distribution. It DOES NOT imply whether he is tied financial product agent (who usually has some form of sales quota to meet) or a licensed financial adviser with NO sales quota to fulfill. The latter role removes conflict of interest.

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