Search

Your search keyword '"FINANCIAL planning"' showing total 1 results
Start Over Descriptor "FINANCIAL planning" Topic full-time employment Topic vocational guidance Publication Year Range Last 3 years

Refine your results

1 results on '"FINANCIAL planning"'

1. Financial planning: A rewarding career that lets you make a difference.

Subjects
*FINANCIAL planning, *WEALTH management services, *FINANCIAL planners, *BUSINESSPEOPLE, *VOCATIONAL guidance, *FULL-time employment
Abstract

Although they are held to the same professional standards, CFP professionals have achieved a more advanced level of education compared to QAFP professionals, so they're able to tackle more complex financial planning scenarios. Jay Mallari, a QAFP™ professional and president of Cambria Financial Solutions in Burnaby, B.C., recalls working with a couple who had been in Canada for more than a decade and had rented all that time. FRED ZHOU'S CAREER as a financial planner has roots in his childhood. [Extracted from the article]

Published
2022

Catalog

Books, media, physical & digital resources
See catalog results