Holistic planning requires knowledge of human nature
A planner looks at how what she learned in her training for a CFP designation matches the skills needed to work with clients.
Laura Seymour spent a total of eight years with a couple of financial services firms, working at different jobs, prior to returning to school for her certified financial planner designation.
“I worked outside of financial planning before going back, and several people I worked with suggested I wo
Learn more about reprints and licensing for this article.
