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According to the “Value of FinancialPlanning ” study conducted by the FinancialPlanning Standards Board in 2023, Indians are in the top quartile when it comes to leveraging technology to manage finances. Providing an educational experience for clients online comes with several advantages. Make it count!
John Wheeler is an accomplished CertifiedFinancialPlanner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financialplanning services.
CFP, or the CertifiedFinancialPlanner exam, is a significant milestone in becoming a certifiedfinancialplanner. The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financialplanning concepts.
If you are a student looking to make a career in finance, becoming a financialplanner is a great place to start. Financialplanning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Finally, you should review your plan regularly and make adjustments as needed.
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