or CFA (Chartered Financial Analyst) designation, which shows they’ve completed the necessary professional training to provide financial advice. Working with a financial advisor can involve fees.
This summary is based on the G20 Global Partnership for Financial Inclusion (GPFI) Issues Paper produced by the Consultative Group to Assist the Poor (CGAP) and disseminated for the 2nd GPFI ...
For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...