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The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.
Experienced accounting and finance professionals Prerequisite
Previous experience in financial planning, investment management, tax, or other related financial professional fields Advance Preparation
None IRS Approved
Yes CFP Approved
No
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