The article presents remarks made by Dan Moisand, chairman of the Financial Planning Association (FPA) at the FPA's 2007 annual meeting in Seattle, Washington. He continues to find great satisfaction in being a financial planner. In his view the FPA exists as a means of promoting the ...
In addition, he is a co-founder of theXY Planning Network,AdvicePay,fpPathfinder, andNew Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of theFinancial Advisor Successpodcast, and the publisher ofthe popular financial planning industry blogNerd’s...
You will have to go to look at your profile on One FPA, so that you can get your FP ID number, and that's what you need to use to login. Once you are in, the app works well, and you will be able to read the journal and two other publications: Next Generation Planner and Fina...
He continues to find great satisfaction in being a financial planner. In his ... D Moisand - 《Journal of Financial Planning》 被引量: 0发表: 2007年 We are FPA. The article presents remarks made by Dan Moisand, chairman of the Financial Planning Association (FPA) at the FPA's 2007 ...
Even Those of Modest Means Can Afford a Financial Planner It takes money to make money, at least with financial planners - many of whom like their clients to have net assets of $500,000 or even $1 million or more... - Even Those of Modest Means Can Afford a Financial Planner 被引量...
查看更多 a c +关注少数派sspai 12月28日 12:43 置顶 🎁转原博,1月3号抽一位送出 500 元新年红包 @少数派sspai 平板的「生产力」是一个常被提起的话题,一个有趣的变化是大家都不太如过去那般单靠纸面参数来评判不同产品间的优劣,而更关心它在实际场景里的综合表现。华为MatePad Pro 12.2 英寸显然清...
Modern cloud-first planning platforms give every planner across the business the data and functionality to elevate planning from a functional necessity to an explorative exercise that adds value. The right platform balances powerful modeling capabilities with self-service accessibility, so you don’t nee...
The article presents remarks made by Dan Moisand, chairman of the Financial Planning Association (FPA) at the FPA's 2007 annual meeting in Seattle, Washington. He continues to find great satisfaction in being a financial planner. In his view the FPA exists...
The article reports that the Financial Planning Association has questioned the changes made to the ethics requirements proposed by the U.S. Certified Financial Planner Board of Standards. The association seeks to find answers regarding the elim...