7 Tips for Financial Planners on Advising Millennials
With tech-savvy Millennials tending to take a self-directed approach with their money, many financial planners are adopting a service model...
ONLINE CPE REGISTRATION UPDATE
As NCACPA completes its system migration, registration for online CPE courses will temporarily close at 12:00 a.m. on the day prior to each program to allow for accurate attendance and CPE processing. We appreciate your understanding and will share updates once this step is no longer necessary. Please contact Solutions Support at 800-469-1352 with questions.
With tech-savvy Millennials tending to take a self-directed approach with their money, many financial planners are adopting a service model...