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This paper examines the issue of whether the adjective "comprehensive" is appropriate for describing professionals who provide financial planning advice to individuals. We first consider how the term ...
Against a backdrop of financial services reform and uncertain economic times, attention has been focused on the competence of financial advisers. This paper examines the current training and education...
Very few financial planning professionals review academic publications in their field. Although academic research is sometimes user-unfriendly and too theoretical for practical application, many artic...
While there is a plethora of tools, methods, and alternatives for financial planning for individuals, there is a minimal variety of tools or methods available to help small business owners with their ...
As the demographic profiles of countries change to include a larger proportion of seniors there will be a range of implications for governments, communities, and individuals. The financial planning in...
The Financial Planning Association     Financial  金融       2008/1/15
The Financial Planning Association demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.
As the demographic profiles of countries change to include a larger proportion of seniors there will be a range of implications for governments, communities, and individuals. The financial planning ...

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