Making the Transition from a Broker-Dealer to Launching Your RIA

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  • Опубликовано: 18 окт 2024

Комментарии • 2

  • @artist1303
    @artist1303 2 месяца назад

    Do you need 3 years' work experience in financial planning first before you can take the CDFA courses to then take the CDFA exam? or can one take the courses then pass the CDFA exam but won't be able to use those CDFA credentials until one completes 3 years of work experience?

    • @xyplanningnetwork
      @xyplanningnetwork  2 месяца назад

      Great Question - Connect with our Success Strategist for more further information here: www.xyplanningnetwork.com/contact-us