What is a Financial Planner - Part 2

For Part 2 of “What is a Financial Planner”, we talked about our view on some industry credentials and what they provide. Tim, who has both CPA and CPWA credentials, shared his experience on both courses. While they were helpful, he said, nothing trumps self-teaching and life-long continuing education. He added, the most difficult, and yet most fascinating part of financial planning, is the qualitative side. It’s not just about money and numbers, it’s also about your g...