How is the Institute of Advanced Financial Planners different from other planning associations?
The Institute is the only association that requires its Professional Members to demonstrate an ability to produce a comprehensive financial plan. The Institute is also unique in that it requires all of its members to regularly engage in comprehensive financial planning for their clients. The Institute also provides an educational forum for the exchange of advanced financial planning issues amongst its members.
Related Questions
- There are seminar companies and financial planners who offer wealth education. What is different about Momentum Wealth?
- How is the Institute of Advanced Financial Planners different from other planning associations?
- How is Banyan Partners different from other money managers, stock brokers or financial planners?
