CFP Financial Advising Math 
Abnormal Returns
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. investmentnews.com) Part one of a series on how to pass the CFP exam.
Aleph
JANUARY 14, 2023
Jan 10, 2023 CFP? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. link] Maybe, and it might be good to replace geometry with analytic geometry, but adding data science and probability will leave most STEM majors underprepared for college math.
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