Individual 401(k) plans are fairly straightforward insimple business arrangements. However, they are “company” sponsored retirement plans that are guided by significant rules and regulations. Additionally, how many business owners have a “simple business arrangement?” It’s common for financial advi...
Ch 1. CFP Board Rules & Regulations Ch 2. Financial Planner Professional Conduct... Ch 3. General Principles of Financial... Ch 4. Education Financial Planning Ch 5. Individual Insurance Planning Ch 6. Risk Management & Business Insurance... Ch 7. Types of Investment Vehicles Ch 8. Investm...