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Investment Planning: Concepts and Strategies

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Investment Concepts and Strategies

716 pages, Paperback

Published January 1, 2022

3 people are currently reading
23 people want to read

About the author

James F. Dalton

27 books10 followers

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Profile Image for Ryan Johnson.
132 reviews1 follower
September 8, 2024
Very high level across the board virtually no recommendations or practices from an implementation perspective. I'm confused about how the CFP designation makes someone a better advisor.
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