In episode 12, we're talking about what the hell is a CERTIFIED FINANCIAL PLANNER™?
David Tuzzolino, CFA, CFP® of PathBridge and Tyler Landes, CFP®, AIF® of Tandem Financial Guidance, sit down with Kyle to discuss what it means to be a CERTIFIED FINANCIAL PLANNER™ professional. It can get confusing when an advisor says they're a financial advisor and a CERTIFIED FINANCIAL PLANNER™. It leaves you wondering, "which one are you?"
The guys break it down to make some sense of it.
Tune in!
As always, even though it's not recommended, to skip the fluff, go to the 17:15 marker.
Resources:
David's beverage of choice: Chocolate Meltdown by Penn Brewery,
Kyle's beverage of choice: Orange Creamsicle IPA,
Rocdhester Brewing and Roasting Co.,
Up/Down Arcade Bar,
Groundhog Dropped by de Blasio Dies,
Punxsutawney Phil’s Record,
NCAA Football (Video Game) is RETURNING!,
Ed O’Bannon,
Ed O’Bannon Case vs. NCAA,
Sam Keller the first domino,
Kyle's Walk-Up Song: Chicago Bulls Theme Song - The Alan Parsons Project,
David's Walk-Up Song: Welcome to the Jungle by Guns N’ Roses,
Tyler's Walk-Up Song: In Summer by Olaf,
Bonus: Into the Unknown by Elsa (Idina Menzel),
Episode # 10 - What the hell is a Financial Planner? (with Tyler Landes, CFP®, AIF®; Andy Flattery, CFP®; and Mike Zung, CFP®,
The CFP Board,
CFP Board History,
Why a CERTIFIED FINANCIAL PLANNER™ Professional?,
The 4 E’s to becoming a CFP® Professional:
- Education
- Experience
- Exam
- Ethics
Education Requirement for CFP® Certification,
Experience Requirement for CFP® Certification,
CFP® Exam,
Let’s Make A Plan (Find a CFP®),
Kansas State University Department of Personal Financial Planning (College of Health and Human Sciences),
Episode # 6 - Diving a Layer Deeper into Investments (with David Tuzzolino, CFA, CFP®,
CFP Exam Pass Rate as of 2019 was 62% (and 66% for first-time takers),
Donovan Brooks, CFP®, CKA®,
Zahn Associates CFP Exam Review Course,
Kitces Blog Post “(When) Will CFP Certification Ever Become A Licensing Requirement Like The CPA?”,
CFP Board Achieves Record Growth of CFP® Professionals
Guests and Host Information:
David Tuzzolino, CFA, CFP® - PathBridge Financial, LLC
Website,
Blog,
LinkedIn,
Facebook,
Twitter,
XY Planning Network (XYPN),
NAPFA,
FEE-ONLY Network,
CFP Board
Tyler Landes, CFP®, AIF® - Tandem Financial Guidance, LLC
Website,
LinkedIn,
Facebook,
Twitter,
KCFAN (Kansas City Financial Advisors Network)
XY Planning Network (XYPN),
NAPFA,
FEE-ONLY Network,
CFP Board
Kyle Hill, CFP® - Hill-Top Financial Planning, LLC
Website,
Email,
LinkedIn,
KCFAN (Kansas City Financial Advisors Network),
XY Planning Network (XYPN),
NAPFA,
FEE-ONLY Network,
CFP Board
*This podcast uses sounds from freesound: Dry Transition by Electroviolence , Metal Door Slam Shut by ecfike, and Scream by ngrib
