E53 | CFP® FAQ's with Brian Kallback

from Duhawk Digest Hosted by Loras College

· Intro 0:00-1:53 · What do you need in order to be a CFP and what is Dalton Education? 1:53-2:53 · Benefit of Loras over other programs: 2:53-6:00, 11:12-13:45 · How our program works: 6:00-9:15 · Who should do the program?: 9:15-11:12 · What is a Certified Financial Planner and what is the CFP exam like? 14:17-17:10 · Fiduciary standard/acting in the client’s best interest: 17:10-19:45 · How do you know if you’re ready?/What’s the timeline?: 19:45-22:15 · Brian Kallback’s best piece of advice/next steps: 22:15-29:20 Hosts: Robert Waterbury Producer: Trent Hanselmann Guest: Brian Kallback Learn More: www.loras.edu/CFP

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Duhawk Digest Host Robert Waterbury is joined by Brian Kallback ('02), Assistant Professor of Finance, as they discuss the Certified Financial Planning Certification Program at Loras College. · Intro 0:00-1:53 · What do you need in order to be a CFP and what is Dalton Education? 1:53-2:53 · Benefit of Loras over other programs: 2:53-6:00, 11:12-13:45 · How our program works: 6:00-9:15 · Who should do the program?: 9:15-11:12 · What is a Certified Financial Planner and what is the CFP exam like? 14:17-17:10 · Fiduciary standard/acting in the client’s best interest: 17:10-19:45 · How do you know if you’re ready?/What’s the timeline?: 19:45-22:15 · Brian Kallback’s best piece of advice/next steps: 22:15-29:20

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E53 | CFP® FAQ's with Brian Kallback

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How long is this episode of Duhawk Digest?

This episode is 29 minutes long.

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This episode was published on December 17, 2020.

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