A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP­® Board Job Task Domains) RPF0019 episode artwork

EPISODE · Jul 14, 2014 · 1H 20M

A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP­® Board Job Task Domains) RPF0019

from Radical Personal Finance

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 […]

Episode metadata supplied by the publisher feed · Published Jul 14, 2014

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A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP­® Board Job Task Domains) RPF0019

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