Consultation Paper on Protocols

Throughout the life of a company, sooner or later they will realize that they have to seek financial assistance. Basically, this has to be done right at the setting up of business.


Any entrepreneurs and businessmen shall know that having a solid and well-thought financial plan is paramount to avoid hiccups in the future.


Types of Consultancy Services


First and foremost, any company has to ask what license, credentials as well as certifications the financial consultant has. Basically, there are various kinds of financial advisors that you can find in the market these days. Some of them include but is not limited to the following:

  • Certified Financial Planner or CFP
  • Chartered Financial Consultant or ChFc
  • Certified Public Accountants or CPA and;
  • Registered Investment Advisor or RIA



Every credential is specifically suited to the size and type of business. Therefore, a company has to do research on which certification would fit best to their requirements. Much like to those who seek financial consultants, they have to keep themselves aware of their specific requirements and needs.


Alignment with the Financial Consultant


Another thing not to be forgotten is to hire people who are expert in the niche of consultancy they’re considering. If the firm adheres to values similar to social responsibility, then it is only fitting to work with like-minded advisors who can execute their vision.