Episode 54 - CFP Capstone Course - Nathan Harness, Karis Jochen

Zebra Smash - Real Financial Planners | Real Conversations

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The CFP® Capstone requirement. If you're really old, normal old, or just a little bit old, you didn't go through it when you got your CFP®. We sure didn't go through it, so we think that makes us just a little bit old.

In any case, the capstone course is now required for all CFP® candidates. What is it? How hard is it, really? And does it really leave candidates better prepared for jobs in the industry?

In this episode we talk with Dr. Nathan Harness, who co-authored the capstone case study for Texas A&M's financial planning program. We also talk with Karis Jochen, one of his students who just completed that very same capstone case study. Anybody looking to add younger talent to their teams should listen in to see how they're learning about the profession.

93 episodes

#Business #Financialplanning #Zebra Smash #Roger Pine #Zebra Smash - Ben Birken #CFA #CFP®