Personal financial planning has grown and evolved considerably over the past several decades. Education, objectives, a professional code of ethics and associations provide financial planning with the framework to become a robust profession.
The education of future planning professionals involves a broad range of content areas. However, the preparation of a successful planner goes beyond basic theoretical content and practical actions. It also requires the development of important communication skills. Successful planning professionals must be able to develop a plan for clients - but also, perhaps just as important, communicate the plan effectively. Read more >
Charles R. Chaffin
May 1, 2013