{ "media_type": "text", "post_content": "Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation", "post_id": "5c4c75cf3f2b6d001482a251", "reply_count": 3, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

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CONTINUED To achieve if I’m looking to really add value beyond portfolio and basic plan? Considering CPWA at moment. Thoughts?

CPWA is CFP enhanced. If you can’t commit to the CFP, the CPWA will not work out.

AWMA is the mini cfp. Agree with above CPWA is a big commitment and focused on hi net worth.

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