At that point in my career, I had been writing about financial planning daily for 15 years, and Tom was telling me there was a whole other universe that I needed to learn about.
I knew that the financial services universe was separated by advisors who specialized in insurance, tax, investment, or financial planning. However, Tom’s words made me see that all of these worlds were drawing closer together and would eventually become one solar system. He specifically raved about the CFA Institute’s educational programs.
In 1998, CFA Institute was a world apart from the financial
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