Why You Are Not a Good Comprehensive Financial Planner

Cordell, David H.; Shein, Jay
September 2008
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, p44
Academic Journal
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.


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