Remove Education Remove Math Remove Tax Planning Remove Valuation
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

Education 130
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Transcript: Ted Seides

Barry Ritholtz

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. That was never part of the plan, didn’t happen. What was interesting was I had said to him, “Well, let’s make this really educational. It’s part of their own tax planning. What’s the valuation?