Voice of Reason
- Jan 7, 2016
Nah CFA is no more for portfolio management and behind the scenes things. Maybe thinking the CFP? But no I don't have that, requires a degree but never have lost business bc of it either.
Yeah I have my broker licenses but am a fee only planner. Fiduciary planner they call it as well sometimes. I don't do the bs 90s commission trades and sell insurance. Not good business...
I heard( and seen) the insurance side can be very lucrative. Could you elaborate on what's stopping you from getting involved in that aspect.