Technical skills undoubtedly play an important role in a financial planner’s career. Even though the practice of financial planning is heavily an Art, there is still quite a bit of Science knowledge that needs to be acquired for successfully helping clients achieve their goals. There might be a few out there that come close, but no one I know of has mastered all the technical topics in the financial planning profession lexicon, because the issues a client could face over their lifetimes are ...
