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fpPathfinder discount available for PFP Section members!

Oct 25, 2023 · 1 min read

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Helping Advisors Be More Diligent In Their Planning Process

fpPathfinder is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that you can implement with confidence. See why more than 4,000+ members rely on flowcharts, checklists, and summary guides to confidently lead diligent client conversations, expand planning opportunities, and showcase their value.

The AICPA & CIMA Personal Financial Planning (PFP) Section is offering our members a 10% discount on fpPathfinder memberships which

Reserved for AICPA® & CIMA® Members and PFP Section Members

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