Certification and Professional Services - Financial Advisor Source

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. Travel, meals, and supplies must directly relate to legitimate business activities. Equipment and supplies should demonstrate clear operational or revenue-generating use.

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

All the Tax Benefits You Need for Your Small Business

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