The defining dozen: a planner’s fundamental skills
In a quest to establish the industry’s competency framework, 12 skills have emerged, via broad consensus, as the agreed-upon essential characteristics of a financial planner.
In a quest to establish the industry’s competency framework, 12 skills have emerged, via broad consensus, as the agreed-upon essential characteristics of a financial planner.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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