District of Columbia Financial Planning/Advisor/Stock Broker Degree Programs

Personal financial planners are often trusted investment advisers, stockbrokers, CPAs or life insurance producers licensed or registered by the state of District of Columbia. Some are non-licensed personal finance professionals who have earned elective designations that qualify them to serve as financial planners. These professionals often have different backgrounds that include finance, accounting, economics or business, but they serve a similar role in helping their clients achieve financial freedom.