A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP Board Job Task Domains) RPF0019

Published: July 14, 2014, 11:55 p.m.

In today\u2019s show we use the CFP Board\u2019s \u201cJob Task Domains\u201d 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\u2019s [\u2026]