In this conversation, Bri & Dr. Jay review her third CERTIFIED FINANCIAL PLANNER™ course focused on investments. As part of her professional journey, Bri undertakes these courses to enhance her understanding and skills in various areas of financial planning. The investment planning course is a crucial component of the CFP® Professional curriculum, designed to equip financial planners with the knowledge and skills to make informed investment recommendations to their clients. 

Through candid discussion, Bri shares insights and learnings from the course, covering a wide range of topics from fixed income and equities to pooled investments and derivatives. She also talks about investment risks, valuation of bonds and stocks, portfolio management, investing strategies, and the importance of tax-efficient investing while emphasizing the concept of simple, long-term passive investing.

Resources:

• What does a CFP® Professional learn? Pt. 1 Introduction
• What does a CFP® Professional learn? Pt. 2 Insurance

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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.

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