Showing results:
Displaying 1 - 1 of 1
What next? Good Job looking to progress
So, I've got my charter, as soon as I send a transcript to the CFP Board I'll be a CFP too, I'm going to sit for the CIPM in the spring because it'll help with my data authority. I'm part of a small ETF shop that 's been bought by a top 20 fund shop. (the walk from our place in WFC/Brookfield to...
or Want to Sign up with your social account?