• Home

Radio Show (570 AM)

About

• A Message to You
• We are Different
• Financial Planning
• Portfolio Management
• Trust Management
• Annuity Rescue
• Our Tools

Ethical Considerations

• The Fee-Only Concept
• A Matter of Duty
• Is Your Advisor on Your Side?
• Impressive Credentials?
• Questions to Ask Your Advisor
• How to Select an Advisor
• Rate Another Advisor!

Prospective Clients

• You Have a Choice
• Frequently Asked Questions

About Us

• Glenn Wessel

Disclosures

• Business Continuity Plan
• Form ADV Part II & Schedule F
• Website Disclosure

back to Glenn Wessel

Certified Financial Planner

Designed to help financial planning practitioners address their clients’ needs in a coordinated manner, the Certified Financial Planner™ professional studies program leads to the dominant credential in the financial planning industry.

As such, it covers a broad range of disciplines that are relevant to the financial planning process:

• General Principles of Financial Planning
• Insurance Planning & Risk Management
• Employee Benefits Planning
• Investment Planning
• Income Tax Planning
• Retirement Planning
• Estate Planning

To see a detailed list of examination subtopics, click here.

To visit the Certified Financial Planner Board of Standards, Inc.’s website, click here.

[ Top ]