Documents The Financial Advisor's Guide to P2Pi FINAL

1. THE FINANCIAL ADVISOR’S GUIDE TO P2P INVESTING 4/13/2015 Putting the “P” Back into “P2P” The purpose of this white paper is to introduce financial advisors to…

Documents The Financial Advisors Guide to p2pi Final

THE FINANCIAL ADVISOR’S GUIDE TO P2P INVESTING 4/13/2015 Putting the “P” Back into “P2P” The purpose of this white paper is to introduce financial advisors to the…

Documents Chapter 1

PART I: Overview of the Systematic Process and Computational Skills for Developing a Financial Plan Chapter 1âThe Systematic Financial Planning Process: Steps 1 to 3 Chapter…