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Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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What does a CFP® professional learn? Part 1

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Manage episode 382647740 series 3464589
Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

​​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 education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursework from a CFP® Board Registered Program. This episode covers the first course, Introduction to Financial Planning.

Resources:

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.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

  continue reading

119 episodes

Artwork
iconShare
 
Manage episode 382647740 series 3464589
Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

​​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 education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursework from a CFP® Board Registered Program. This episode covers the first course, Introduction to Financial Planning.

Resources:

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.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

  continue reading

119 episodes

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