Columnist Mary Beth Franklin on taking the two-day, 10-hour test

Regardless of the exam outcome, I know that I have learned a lot during my past three years of study, and I have great appreciation for those who have earned this designation.

The curriculum covers an enormous amount of material, including investment planning, tax planning, retirement planning, tax planning and estate planning. But it also places significant emphasis on ethics and standards of practice that are in the best interest of consumers.

It is a laudable goal.  Read more >

InvestmentNews
Mary Beth Franklin
November 18, 2013