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Financial Advice Vs. Financial Planning
Jerry and Kaylee sit down to talk about financial advice vs financial planning—how they're different and how to determine which is which. They're also going over some practice questions and case studies from CFP Board to help you test your knowledge.
Getting ready for the CFP® Exam? Try The BIF Review free for 30 days to see how we get you ready to pass! https://www.bostonifi.com/cfp/bif-review#bif-demo
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By BIF Crew
4.9
9494 ratings
Jerry and Kaylee sit down to talk about financial advice vs financial planning—how they're different and how to determine which is which. They're also going over some practice questions and case studies from CFP Board to help you test your knowledge.
Getting ready for the CFP® Exam? Try The BIF Review free for 30 days to see how we get you ready to pass! https://www.bostonifi.com/cfp/bif-review#bif-demo
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