StealthPlanner
New member
- Jun 18, 2026
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CFA has podcasts. I downloaded one the other day given by a charter holder in Chicago that is also a financial advisor/planner. He walked through the planning process.
I found it interesting that a Charterholder is doing planning. I've been asked several times (by friends, Mrs. Stealth, and myself) why I'm not content with just the CFP(r) and working on the CFA.
I found it interesting that a Charterholder is doing planning. I've been asked several times (by friends, Mrs. Stealth, and myself) why I'm not content with just the CFP(r) and working on the CFA.