1097-Friday Q&A: Build or Buy, Signaling Theory, Switching Jobs, Moving From Canada to USA
Radical Personal Finance
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Navigating the CPA to Financial Planner Transition
This chapter explores a caller's journey from being a CPA to a certified financial planner, emphasizing the necessary steps, regulatory considerations, and the leveraging of existing qualifications. It highlights the importance of ethical practices, proactive planning, and client engagement in building a successful independent practice.
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