Certification, Communication and Professional Services

Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

APRIL 4, 2024

On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years.

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Harness Wealth

APRIL 17, 2025

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. In contrast, mixed-use services require careful allocation based on the business usage percentages. Travel, meals, and supplies must directly relate to legitimate business activities.

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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

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