Q: I appreciate any good advice you may give me. SF does offer mutual funds & variable products (through Phoenix).
A: I'm working on my ChFC (The American College). I was thinking about pursuing CFP designation but the board certified exam is very difficult and scares me. ChFC basically the same thing only it is an advance program and requires 8 separate tests, no board exam. The best part is that Series 65 exam is waived for the ChFC designees. Good Luck!!