Sustainability is a concept that is shaping the future of financial planning. As growing businesses must meet the demands of more clients and tougher regulations, building a sustainable team presents a solution to these challenges. Learn how to build a team that will support growth goals, empower the next generation, and facilitate long-term succession planning.
Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject
July 11, 2018 2:00 PM Eastern
FPA Member Price:
This course is no longer available for purchase.