For the Financial Planners out there, I'm really curious to know more about what you do. I thought about putting this in r/CFP but it's not a question specific to the CFP designation or exclusive to CFPs.
I have experience on the investing side of the world, but I just don't know that much about the true planning side of things. I get exposure to certain things in my day to day life that I don't fully understand- things like generation skipping trusts, LLCs that are essentially just personal holdings accounts, and separate property accounts, and I'm very interested in learning how and when the more esoteric aspects such as these are applicable in more complicated financial plans.
Is this kind of information taught in CFP curriculum? Are there intermediate/advanced books or references available that gives a treatment of this stuff? I understand nobody can be an investment expert, CPA, tax planner, estate attorney, etc. etc. all at once but I would like to have at least passing familiarity in all the different areas. I'm sure it changes constantly as well, and again, I don't want to be a sole practitioner giving out this kind of advice to real people, I rather would like to slowly begin to build competency.
Any info would be appreciated!
Submitted March 04, 2018 at 01:05AM by autotelizer http://ift.tt/2FcshB2
