Ep 256: What is a financial planner and how do they help doctors?
Medics Money podcast
00:00
Understanding the Role of a Chartered Financial Planner for Medical Professionals
This chapter explores the unique qualifications and standards of chartered financial planners, highlighting their expertise in advising medical professionals. It also addresses the various types of financial planners and their role in helping clients navigate financial goals while considering the emotional aspects of financial decision-making.
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