The CERTIFIED FINANCIAL PLANNER™ Experience. | The impacts of the CFP® journey.
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
Join Synergy Capital Solutions advisors Sarah Zvekan and Alex Burns as they discuss their certified financial planner certification experience.
For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Congratulations to Sarah who recently passed her CFP exam!
During this podcase they will discuss:
• Their journey during the CFP® process
• What the CFP® process is
• How the certification impacts the service we deliver to our clients.
- Advice for anyone who is going through the CFP® process.