CFP

concept
13 mentions 10 recordings first heard Nov 2024 last heard 3 Sep ↓1 this week

Certified Financial Planner professional designation and credential

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Dr. Moira SomersThe Rational Reminder Podcast · The Ethics Problem in Financial Services (Dr. Moira Somers &... · 47:29 · 3 Sep
…You know, there's lots of people giving advice out there who don't even have the basic, you know, CFP qualifications or whatever that equivalent is in the UK, Philippa.…
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Dave ChiltonThe Wealthy Barber Podcast · #70 — Chad Wiebe: Retirement Planning 101 · 1:59 · 1 Sep
…He has a CFP.…
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Dave ChiltonThe Wealthy Barber Podcast · #66 — Brenda Hiscock: A Remarkable Story About Overcoming ... · 1:11 · 28 Jul
…Interesting background I'll get to in a few moments, but she's a CFP.…
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Michael BatnickTalking Wealth · Jon Stein Built Betterment. Here's What He's Building Now · 16:58 · 2 Jul
…Okay, that's what the CFP was for.…
Ryan SterlingNerdWallet's Smart Money Podcast · Stop Worrying About Your Financial Advisor and Start Finding... · 30:12 · 25 Jun
…Looking at, you know, is the advisor you're working with,……
NatalieEBnet's Industry Insights · EBnet.Stream Industry Insights: Wayne Mostert, Managing Dire... · 8:03 · 23 Jun
…You know, it's an interesting point because I am a……
NatalieEBnet's Industry Insights · EBnet.Stream Industry Insights: Wayne Mostert, Managing Dire... · 0:23 · 23 Jun
…You know, it's an interesting point because I am a……
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