TITLE

Why You Are Not a Good Comprehensive Financial Planner

AUTHOR(S)
Cordell, David H.; Shein, Jay
PUB. DATE
September 2008
SOURCE
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, p44
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the certified financial planner (CFP) industry, examining areas in which financial planners might not measure up to being a comprehensive financial planner. Financial planners often recognize that estate planning has many complex issues. Topics include property and casualty insurance being the least popular topic, liability insurance for businesses and individuals, and monitoring changes in a client's situation. Also discussed are gaping holes in insurance coverage and children with bad driving records.
ACCESSION #
34262454

 

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