A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP® Board Job Task Domains) RPF0019
Radical Personal Finance - En podkast av Joshua Sheats
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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 […]
