, relationship skills, and communication skills are preferred • CPA license, or CFP (Certified Financial Planner license... from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Up-to-date knowledge of the financial...
licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing... of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER...
licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing... of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER...