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Weekend Reading For Financial Planners (Dec 17-18) 2022

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.,

Education 130
Education Planning Benchmarking Investments 130
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Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130
Restructuring Planning Accounting Marketing 130
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