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🎓 Alumni Poll: Help Us Choose Your Next Webinar Topics! We want to make sure our upcoming webinars deliver exactly what YOU want to learn and explore. Please take a moment to vote on the topics you’d be most interested in—and feel free to suggest any other ideas in the comments or tag/share this with someone you would like…
📊 How Do You Prefer to Stay In the Know? What’s your go-to way to keep up with industry news and alumni updates from the College of Financial Planning?
Check out today's case study and vote for the correct answer below. Urwa, a CFP® professional who provides asset management services to several Clients. Urwa manages assets in accordance with a standard investment management agreement that she tailors to meet each Client’s investment needs. The agreement gives Urwa…
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