edu The National Institute of Certified Estate Planners 3811 Southland Ave.Organizations that award designations Awarded by: The National Institute of Certified Estate Planners Certified Financial Planner (CFP) Description: This designation indicates knowledge of competent, professional and ethical Financial ...
Financially, you need: More insurance than the average professional To work with private lenders if you want to buy a house A plan to keep your tax burden low To tackle the six-figure elephant in the room That'son topof the important work you do with your patients. ...
Issued by the Association of Chartered Senior Financial Planners, the CSFP designation trains recipients in advanced retirement and estate planning strategies. To take the exam, trainees must have two years of insurance experience, two years of securities experience, or be a licensed attorney or CPA....
“lost year for tech”—one in which, he says, the industry produced nothing of great value—I could see where he was coming from. I feel the same way some days; when I’m covering some new me-too social-media product or a great new way to target ads, I hang my head in despair...