The CFP, CFA, FRM, CMA, stock market certifications, or an MBA in Finance are a few certifications for financial advisors; advisors must fulfil demanding educational and experience requirements to earn these valuable and coveted titles.

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A valuable method that many families depended on as part of their estate plans was basically eliminated with the modifications to the stretch provisions for regular IRAs. Many clients are now unsure about what should be done to ensure that the estate plans they created before the SECURE Act are still effective in light of the legislation change. CFPs focus on the techniques as viable estate planning options for modifying their estate plans in the wake of the SECURE Act, with an emphasis on inherited IRAs and the repeal of the stretch clause.

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