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

Filbrandt & Company 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

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Volume 20, Issue 2

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