Does Your Adviser Have a “PhD in Financial Planning?”

Filbrandt Reports
Volume 20, Issue 2

Report Summary:

In this report, you will learn:

  • Why not all designations are equal and what you should be aware of
  • How to uncover the meaning behind every professional designation
  • Common pitfalls when financial planning is segmented, without a unified approach
  • The importance of both a well-rounded education and fiduciary status in financial planning

Submit this form once for unlimited access to our Filbrandt Report Library.

Volume 20, Issue 2

Instantly download a PDF of this report.

Receive future reports directly to your inbox.

Want to learn more? Let's schedule a time to talk. 800.431.9740 ShareURL Copied!