CFP review courses |
|
| Comments (4) |
|
TheDonald in New York, New York 34 months ago |
I'm taking the CFP exam in July. Can anyone recommend, or 'not' recommend a 'live' review course. I'm willing to travel - but would prefer something in the lower mid-west. thank you |
|
E Perkins in Park Forest, Illinois 16 months ago |
google ken zahn, he has an excellent course and it is a bargain price wise. |
|
Mahesh in Madras, India 14 months ago |
I'm a CFP aspirant, can any one suggest the companies hiring especially CFP professionals |
|
cedric in Marietta, Georgia 13 months ago |
Accountants & Financial Planners
Many of your clients are turning more towards the one asset they believe they can leverage to further secure their financial position for the future, their home. Some would like to borrower from their stocks and we can show you haw they can with little or no recourse. They are also looking to work with the one professional that they know is the most qualified and already trust- you, their Financial Adviser, Planner or Accountant. Your clients are under attack from Mortgage Brokers, Mobile Bank Lenders and Uncertainty. They are uncertain about the security of the share portfolios, their employer superannuation and who they should trust their financial future to. It's likely they can't talk to a quality bank manager any more. They need to talk to you. If you want to complete the service package cycle for your client base and secure relationships with your clients, make debt management available by becoming an member - your clients will thank you for it. We provide services for accountants and financial planners who want give a complete service to their clients but don't have the total or exact knowledge to give the best advice. As our professional service to you, we provide for these kinds of facilities. We don't need to know your clients because you already do. We supply the information and the best solution to you for you to present to your client. |
Your Reply
change location - create a profile
Subscribe to this discussion as an RSS feed.
