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What To Do Before You Open a Financial Planning Business

By Taylor Liao, CFP

Every year, I have many colleagues pass the CFP examination and earn their certification. For some of them, the CFP certification is just an extra certification that they may never use. But for others who are full of passion about starting their own financial planning practice, I have written this blog with real-world knowledge and tips on getting started in the financial planning business.

Continue reading What To Do Before You Open a Financial Planning Business