A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP® Board Job Task Domains) RPF0019
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
July 14, 20141h 20m
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Show Notes
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 […]