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What Does it Mean to Be CFP® Accredited with Dan Oaklief
Manage episode 438317554 series 2536126
Content provided by BA Schrock Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BA Schrock Financial Group 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.
We’re excited to announce that one of our team members, Dan Oaklief, has recently earned his Certified Financial Planner designation. This is such an awesome achievement and one that he’s worked diligently to accomplish, but what does this actually mean for advisors and clients? Today we’re sitting down with Dan to discuss this milestone, what it means to be a CFP®, and the importance of continuing education in this industry.
Here’s some of what we discuss in this episode:
- What is the value of CFP® accreditation in the field?
- Why CFP® accreditation is the gold standard in the industry.
- Dan’s favorite and least favorite part of becoming CFP® accredited.
- Dan’s advice to people planning to get their CFP®.
For more, visit us online: https://baschrock-fg.com/
129 episodes
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Manage episode 438317554 series 2536126
Content provided by BA Schrock Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BA Schrock Financial Group 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.
We’re excited to announce that one of our team members, Dan Oaklief, has recently earned his Certified Financial Planner designation. This is such an awesome achievement and one that he’s worked diligently to accomplish, but what does this actually mean for advisors and clients? Today we’re sitting down with Dan to discuss this milestone, what it means to be a CFP®, and the importance of continuing education in this industry.
Here’s some of what we discuss in this episode:
- What is the value of CFP® accreditation in the field?
- Why CFP® accreditation is the gold standard in the industry.
- Dan’s favorite and least favorite part of becoming CFP® accredited.
- Dan’s advice to people planning to get their CFP®.
For more, visit us online: https://baschrock-fg.com/
129 episodes
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Similar to Unlocking Your Financial Future
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
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…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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…
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