Becoming certified as a financial planner means passing the CFP examination, in addition to showing experience ahead of time. Learn about requirements for becoming a CFP from their board of standards with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:39