CE Exams: Please login and click "CE Exams' on the right for exams from the Journal of Financial Planning and Financial Services Review.
by Emily M. Chiang, CFP®
A planner, who describes the selling process as
challenging, exciting, and grueling, offers advice
and tips for this life-changing journey.
by Maria Considine King and Joni Youngwirth
Examining both the emotional and technical aspects of succession planning could make for a smooth transition.
by Sonya L. Britt, Ph.D., CFP®; Derek R. Lawson, CFP®; and Camila A. Haselwood
Understanding client stress may help financial planners know whether they should push clients forward given their stress level and current stage of change.