Managers, Business Development Managers, Para-Planners and Risk Consultants on how best to meet quality Planning would be an advantage (Certified Financial Planner would be a benefit) but not a pre-requisite Computer
Managers, Business Development Managers, Para-Planners and Risk Consultants on how best to meet quality Planning would be an advantage (Certified Financial Planner would be a benefit) but not a pre-requisite Computer