A true financial planner has had at least two years of training in investments, insurance, taxation, retirement planning, and estate planning.

Question

Quizplus · Accepted Answer

A true financial planner would have had significant training in multiple areas related to personal finance, including investments, insurance, taxation, retirement planning, and estate planning. This typically involves completing a rigorous educational program and obtaining various certifications and licenses.

A True Financial Planner Has Had at Least Two Years