What does a CFP® professional learn? Part 1
First published
11/08/2023
Genres:
business
education
society
culture
Summary
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the first course in the CERTIFIED FINANCIAL PLANNING™ series of courses.While Bri is currently an Investment Advisor Representative, she’s decided to work towards earning the CFP® designation. This process is made up of the “4 E’s”, including educati...
Duration
Parent Podcast
Childfree Wealth®
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