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Insights Straight to Your Inbox

Tips, freebies, event invites, and more to make your Childfree life even more amazing

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Episode 49: What does a CFP® professional learn? Part 1

November 08, 2023

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27 Minutes

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Episode Summary

​​The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the first course in the CERTIFIED FINANCIAL PLANNING™ series of courses.

 

While Bri is currently an Investment Advisor Representative, she’s decided to work towards earning the CFP® designation. This process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursework from a CFP® Board Registered Program. This episode covers the first course, Introduction to Financial Planning.

 

Resources:

About Childfree Life by Design:

Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.

Connect with Us:

Ready to design your ideal Childfree life? Connect with our financial planning team at Childfreewealth.com or learn more about estate planning at Childfreetrust.com

Join the conversation on social media:

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YouTube: https://www.youtube.com/@ChildfreeInsights

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast…

Sorry, no transcript is available for this episode! For accessibility assistance, the embedded YouTube video offers closed captioning/subtitles. Newer episodes of the podcast include transcripts for your convenience.

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