The Objective and Opportunity
A flexible 8-week part time program designed specifically to provide Certified Financial Planner™ candidates a “practical experience track” and help build a network of... May-11-2012
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Understanding of the concepts of financial planning
Computer savvy
Strong verbal and written communication skills
Highly organized
Focused and able to meet time-sensitive goals Assist in preparing... Apr-27-2012
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Excellent written and verbal communication skills
Basic understanding of the financial planning process
Attention to detail
Comfort interacting with high net worth clients, attorneys and CPAs
Comp... Apr-18-2012
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