Learn About the Different Types of Financial Professions | HDM 307
Being a part of the Latinx community, we come from countries where many of the options that we have here in the U.S. do not exist, It is no different in regards to financial professions and services. What may exist in the U.S. doesn’t necessarily exist in our respective countries.
The different types of financial professions has been growing and so has our need to understand them. My main goal for this episode is to provide you with the necessary information about what they do or don’t do so you can make the best choice for you given your unique circumstance.
What you’ll learn about in today’s episode:
- The significant details behind 10+ different types of financial professions
- Other providers of services and education
- Some things to consider and keep in mind when choosing to work with a financial professional
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↳10 +types of financial professions. [3:25]
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- Tax Advisors [3:35]
- CPAs (Certified Public Accountant) [4:32]
- Bookkeepers [4:59]
- Insurance Broker vs Insurance Agent [5:48]
- Financial Advisors [8:16]
- Financial Planners [8:59]
- Financial Counselors [9:53]
- Financial Therapists [11:24]
- Money Coaches / Financial Coaches [12:12]
- Financial Educators [13:58]
↳Other providers of services and education. [15:14]
↳Some things to consider and keep in mind when choosing to work with a financial professional. [21:57]
Resources From This Episode:
Click here to watch this episode on YouTube!
Previous episode referenced:
- HDM #23 – Uncover the Differences in These 4 Types of Financial professionals
- HDM #295 – How Getting Those Business Finances Organized Will Change You Life
Learn more about professional designations:
- https://www.finra.org/investors/professional-designations
- https://www.moneycrashers.com/types-financial-advisors-need-hire/
- https://www.nerdwallet.com/article/investing/types-financial-advisors
We just finished our second Financially Strong Latina and you all want to learn more… which I love!!! This is why we will be planning different on demand workshops. If you are interested in learning about a specific topic, let us know by filling out this form!
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I want to hear from you! What was your favorite takeaway from this episode? Come on over to @Jenhemphill on Instagram and share it with us there.
Abrazos + Much Love,
P.S. ¡GRACIAS por escuchar! THANKS for listening!
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The post, Learn About the Different Types of Financial Professions | HDM 307 appeared first on the Her Dinero Matters Podcast.
