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Does a Financial Planner NEED to be able to Write Comprehensive Financial Plans?

Simon Hassan, CFPBy Simon Hassan, CFP, New Zealand

Should surgeons be able to do surgery, or pilots fly planes! Of course a financial planner (and a CFP professional is supposed to represent the top rung on financial planning’s ladder) needs to be thoroughly capable of creating sound financial plans. If this was not the case it would be high time to invent another name for our profession!

Continue reading Does a Financial Planner NEED to be able to Write Comprehensive Financial Plans?

Financial Planet Poll: How important is the competency to develop a comprehensive financial plan in your practice?

Comprehensive Financial Plans Poll