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- Title
What Is Your Financial Planning Weakness?
- Authors
Cordell, David M.; Langdon, Thomas P.
- Abstract
The article focuses on the weakness of a financial planner, even as the financial planner may have a certified financial planner (CFP) mark or a membership of financial planning association (FPA). It discusses CFP certification examination, questions asked in the investment, tax, and insurance sector by the subject matter specialists. It also talks about issues in the 403(b) plan offered by employers.
- Subjects
FINANCIAL planning; CERTIFIED Financial Planner Examination; FINANCIAL Planning Association; 403(B) plans; INSURANCE; EDUCATION; INVESTMENTS
- Publication
Journal of Financial Planning, 2017, Vol 30, Issue 6, p33
- ISSN
1040-3981
- Publication type
Article