Financial Planner: need help getting work experience approved
I had something a bit more compact, but I got "Rejected / Need More Detail"
What I presently have is:
Creates & presents financial plans, encompassing recommendations on tax planning, investment planning, retirement planning, estate planning.
Prepares and presents Investment Policy Statements.
Prepares and presented portfolio reports, covering performance attribution.
Provides fiduciary financial advice as an RIA representative.
Is this sort of thing sufficient? Could any other financial planners give me some ideas for what words seem to pass muster? |