80 min listen
A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP® Board Job Task Domains) RPF0019
A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP® Board Job Task Domains) RPF0019
ratings:
Length:
80 minutes
Released:
Jul 14, 2014
Format:
Podcast episode
Description
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 […]
Released:
Jul 14, 2014
Format:
Podcast episode
Titles in the series (100)
A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP® Board Job Task Domains) RPF0019: 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 financia.. by Radical Personal Finance