In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager’s credibility with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:42