Money U.

Training financial planners

Until a few years ago, personal financial planning was a service for the very rich provided by full-time family lawyers and investment managers. Middle-and upper-income people generally had to make do on their own in a topsy-turvy investment world where the rules for efficient use of money have become shredded shibboleths. A penny saved is no longer a penny earned; it might well be a penny lost to higher taxes and inflation.

Enter the certified financial planner, a new breed of personal financial consultant with expertise on how to help people...

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