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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. What designations does a paraplanner usually have? Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner.

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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. If a firm is stretched thin due to understaffing, service levels may decline, leading to reputational damage and a loss of business.

Taxes 52
article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. If a firm is stretched thin due to understaffing, service levels may decline, leading to reputational damage and a loss of business.

Taxes 52