Choose Your Own Adventure: A New Approach to Financial Planning

Choose Your Own Adventure: A New Approach to Financial Planning

Financial planning, as a relatively new profession, has evolved rapidly. Initially, it started as an aggregation of previously separate financial industry services – brokerage, banking and insurance – but took a big leap forward when the first class of Certified Financial Planner™ (CFP®) designation holders graduated in 1973. Completion of this five-course program marks a …

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