I’ve figured out what’s missing!

Going through the final review of all this material… Including, but not limited to:

  • Budget, savings and cash flow analysis
  • Personal risk management and insurance requirements
  • Residential mortgages
  • Family law
  • Tax planning
  • Asset allocation
  • Annuities
  • Estate planning
  • Investment management
  • Equity securities, and hedge funds
  • Debt securities
  • Managed products (mutual funds and seg funds)
  • Portfolio management
  • Relationship management

I’ve figured out what’s missing from this whole equation! CASE STUDIES! Sure, I am really good with most of the above topics now, and if you asked me a question about any of these items, I know the rules and the details, but analysis and integration of these guidelines and laws above takes more than understanding the black and white. There should have been a textbook filled with case studies and implementation recommendations.

Perhaps if I’d used a university/college curriculum as my study program, those strategies would have been a part of my learning and review for these past 11 exams. Sadly, I learned by textbooks only.

I’m thankful that I have a husband who’s incredibly smart, and has years in the role that I’m finishing my designations for, or I think I’d be screwed. I have no idea how people would do all this without that kind of resource at their disposal.

Hell, that’s probably 75% of our conversation these days… Strategy in financial planning. I’m so thankful for that.

Okay… Back to the books I go.


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