Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
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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://ppacc.player.fm/legal.
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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://ppacc.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/
135 episodes
Share
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://ppacc.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/
135 episodes
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Similar to Unlocking Your Financial Future
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
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…
continue reading
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…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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…
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…
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