Institute of Advanced Financial Planners
15th Annual Symposium
Our Case Study deals with a multi-generation family, divorce, retirement, family business and their financial situations.
Interactive presentation reviewing the question, " Is Your Financial Planning Practice Based on A Foundation of Trust?"
Showing 1 - 2 of 2 total records
CFP®, Certified Financial Planner® and the logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
Copyright © 2017 Financial Planning Standards Council. All rights reserved.