S7:E5 - Rocky but worthwhile road to CFP certification episode artwork

EPISODE · Feb 8, 2024 · 26 MIN

S7:E5 - Rocky but worthwhile road to CFP certification

from Your Financial Planning Maestro · host Jacqueline Lockie

In this week's podcast we talk to Dan Boden CFP™, Managing Director of Abode Financial Planning, about his interesting journey to become a CFP professional. We discuss his approach, his struggles and what he did to overcome them. We also discuss the important and often unreported positive impact that gaining CFP can have on a business and the client experience proposition. Daniel Boden bio: Daniel is dedicated to helping clients and their families secure healthy financial futures.  He has a calm approach and takes time to demystify financial matters. Providing peace of mind is always at the forefront for Daniel as he works with you to plan the future you envision.  He has over 10 years’ experience working hand in hand with clients as a trusted adviser as they design and secure their financial goals. He has advanced qualifications in tax and pensions advice and holds the highest designation with two governing bodies; the Chartered Insurance Institute (CII) and the Chartered Institute of Securities and Investments (CISI).  Daniel is an ex-rugby league player, but these days it’s his three young daughters keep him active. Family time is precious to Daniel and he enjoys all the new experiences that fatherhood brings. 

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S7:E5 - Rocky but worthwhile road to CFP certification

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