A designated financial planner has had at least two years of training in securities, insurance, taxes, real estate, and estate planning and has passed a rigorous examination.

Question

Quizplus · Accepted Answer

A designated financial planner may have varying levels of training and certification requirements depending on the country and specific designation, but there is no universal standard that mandates exactly two years of training in all those areas.

A Designated Financial Planner Has Had at Least Two Years