Panel Discussion: Investment Planning Approach In My practice to Ensure Alignment With Client Profiles

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Brought to you by the Investment Planning Knowledge Circle, panelists will share their approach to investment portfolio construction that is fit for the client: selection, allocation and expectation management.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning
CFP Board CE Credit Hours: 0

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Panel Discussion: Investment Planning Approach In My practice to Ensure Alignment With Client Profiles
Open to view video.
Open to view video.
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Course Evaluation
7 Questions
7 Questions
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available
You must register to access.

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