Quote:
Originally Posted by Sooner or later
A CFP certificate doesn't guarantee a competent planner. You do know a CFP took upwards of 2 years going through all the various studies.
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He has all the CFP qual's...I frankly have lost insight into the various regulations and certs governing the industry. The tests are apparently a ***** at each level.
The best thing about him is that he listens...a trait he didn't learn from his mother