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While both offer guidance on investments, taxes and other financial matters, financial advisors generally focus on managing an individual's investment portfolios, while financial planners take a look at the entire financial picture and an individual's long-term goals.

Corporations, organizations, and governments rely on Morgan Stanley as a global leader in investment banking. We advise clients on transactions including mergers, acquisitions, restructurings, initial public offerings (IPOs), convertibles, share repurchases, debt offerings, derivatives and more.

While both offer guidance on investments, taxes and other financial matters, financial advisors generally focus on managing an individual's investment portfolios, while financial planners take a look at the entire financial picture and an individual's long-term goals.

Morgan Stanley is a financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals.

Corporations, organizations, and governments rely on Morgan Stanley as a global leader in investment banking. We advise clients on transactions including mergers, acquisitions, restructurings, initial public offerings (IPOs), convertibles, share repurchases, debt offerings, derivatives and more.

Many CFPs are fee-only advisors who receive no commissions when selling financial products and are compensated by fees billed to their clients. Fees may be hourly, fixed or based on a percentage of assets under management. Other CFPS are fee-based advisors, meaning they receive a mix of commissions and fees.

Morgan Stanley is a financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals.

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Overall, the CFP program is shorter and less rigorous than the CFA program. If you think this could be the program for you, you can learn more about CFP certification requirements here.

Many CFPs are fee-only advisors who receive no commissions when selling financial products and are compensated by fees billed to their clients. Fees may be hourly, fixed or based on a percentage of assets under management. Other CFPS are fee-based advisors, meaning they receive a mix of commissions and fees.

Morgan Stanley is a leading global investment bank and wealth management firm, employing more than 82,000 people worldwide. The company makes money primarily from three segments called Institutional securities, Wealth Management, and Investment Management. For 2022, Morgan Stanley recorded $53.7 billion in revenues.

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

A CFP is a certified financial planner who provides financial planning advice to individuals. This includes help with investing, retirement planning, estate planning, and tax law.

Overall, the CFP program is shorter and less rigorous than the CFA program. If you think this could be the program for you, you can learn more about CFP certification requirements here.

Wealth Management Brokerage and investment advisory services. Market making activities in fixed income securities. Financial and wealth planning services. Annuity and insurance products. Credit and other lending products. Banking. Retirement plan services.

Morgan Stanley is a leading global investment bank and wealth management firm, employing more than 82,000 people worldwide. The company makes money primarily from three segments called Institutional securities, Wealth Management, and Investment Management. For 2022, Morgan Stanley recorded $53.7 billion in revenues.

While the naming may indicate that they are similar companies, they are independent entities. J.P Morgan's grandson, Henry Morgan, founded Morgan Stanley in 1935. As such, Morgan Stanley is a standalone investment bank and does not currently have any relations with J.P. Morgan.

A CFP is a certified financial planner who provides financial planning advice to individuals. This includes help with investing, retirement planning, estate planning, and tax law.

Wealth Management Brokerage and investment advisory services. Market making activities in fixed income securities. Financial and wealth planning services. Annuity and insurance products. Credit and other lending products. Banking. Retirement plan services.

While the naming may indicate that they are similar companies, they are independent entities. J.P Morgan's grandson, Henry Morgan, founded Morgan Stanley in 1935. As such, Morgan Stanley is a standalone investment bank and does not currently have any relations with J.P. Morgan.