How to Prepare for the Series 65 Exam Samuel Feldman Founder and Editor in Chief, The Fintech Corner | Finance Content Writer at Arrowroot Family Office & AFO|Wealth Management Forward. Passionate about technological innovation in Finance, Accounting, and Wealth Management. The Series 65 exam, designed by the North American Securities Administrators...
How to Prepare for PFS Exam A Personal Financial Specialist (PFS) is a specialized certification allowing certified public accountants (CPAs) the ability to expand their knowledge, expertise, and service offerings in the financial planning and wealth management space. An accountant is required to be certified with a CPA in order to...
How to prepare for Certified Financial Planner (CFP) exam: Tips and FAQs At the most basic level, the CFP designation assists in helping financial planners and advisors better understand their client's overall financial situation to know how best to act and plan around it. With the overall goal being to improve...
