Weekend Studying For Monetary Planners (November 2–3) – Tech Cyber Web
Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that SIFMA, which represents broker-dealers, funding banks, and asset managers, launched a white paper that argues that CFP Board “more and more capabilities as a de facto personal regulator for CFP certificants” and proposes that … Read more