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EPISODE · Mar 15, 2024 · 19 MIN

What Does A Certified Financial Planner Do?

from New Money New Problems Podcast · host NewMoneyNewProblems.com | New Money Solutions for New Money Problems

In this episode we cover the training and education process for a CFP® professional, and how we at New Money New Problems use that training to bring value to our clients!AND ALSO ...Sign up with other members of our community to take The #30MoneyMoves Challenge starting April 1st!Participants can use the link below to sign up for the group, and also the permanent link if they'd like to take the challenge solo or at another date! EPISODE RESOURCESApril sign-up for The #30MoneyMoves ChallengePermanent link for The #30MoneyMoves ChallengeThe CFP BoardThe Financial Planning ProcessAnd if you haven't already, join our email list at newmoneynewproblems.com/podcast! Support the show

Episode metadata supplied by the publisher feed · Published Mar 15, 2024

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What Does A Certified Financial Planner Do?

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