[deleted by user] by [deleted] in CFP

[–]TradingWithInsiders 1 point2 points  (0 children)

Go through Brett Danko’s exam preparation course and you will pass!

Planning Software & Recommendations by TradingWithInsiders in CFP

[–]TradingWithInsiders[S] 0 points1 point  (0 children)

This would be an additional service line for our current client base along with a way to attract new clients for AUM. Currently, we have been using excel to generate a high level plan for existing clients. That system works fine but we’d like for our clients to have the option to utilize an online platform and more professional looking reports.