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Becoming a CFP professional involves rigorous training and certification. A CFP is a Certified Financial Planner who provides personalized financial advice. Advisors should begin meetings with key questions to understand clients' needs. Financial Advisor Training covers various aspects of finance. Hire an advisor when you need professional guidance. In the first meeting, CFPs should focus on 3 key things: client's goals, risk tolerance, and financial situation. This drives growth for financial advisors.

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