Working with a CFP® (EP. 57)

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Recorded20 Aug 2019

Publisherfalconwealthadvisors.libsyn.com ↗

Handlerec:11711784

Show notes

In episode 57 of "Upticks" Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam and we are excited to announce that he has passed! In episode 57 Jake and James take a deep dive into the curriculum the course material covers and they explain how clients can benefit from working with an individual who has completed the CFP® coursework.

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