Benchmarking Math Sales Tax Planning 
CFO News Room
DECEMBER 17, 2022
The Commission might also explore what types of experiences meet the Experience requirement, as currently positions focused directly on financial planning work (e.g., paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,
Barry Ritholtz
OCTOBER 3, 2023
Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. You’re doing a lot of math in your head on the Fly. 00:16:40 So there was a way to judge yourself.
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