Anyone that’s looking for a financial advisor has probably see all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it comes to building a plan, it’s going to be the Certified Financial Planner (CFP®) designation.
Here’s some of what you’ll learn on this episode:
What was her experience of getting the CFP® designation? (2:24)
What drove her to get this and why was it important? (4:22)
Who all can carry the CFP® designation? (6:41)
How this will improve the work we do and how we can help clients. (8:24)
Ethics and integrity might be the most important thing about a CFP®. (9:55)