Start Reading

A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP­® Board Job Task Domains) RPF0019: In today's show we use the CFP Board's "Job Task Domains" to frame the financial planning process as a helpful template for DIYers or as necessary information for financial planners. This framework and template is a comprehensive guide to the financia..

Ratings:
0 page

Summary

In today’s show we use the CFP Board’s “Job Task Domains” to frame the financial planning process as a helpful template for DIYers or as necessary information for financial planners. This framework and template is a comprehensive guide to the financial planning process, which is the method employed to get outstanding results. Beginning Announcements: It’s […]

Read on the Scribd mobile app

Download the free Scribd mobile app to read anytime, anywhere.