Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of...
Hannah Moore, CFP® interviews influential people in the financial planning industry, exploring topics relevant to new financial planners. From designations, to business models to the history of financial planning, find the resources and knowledge that you need to be a successful financial planner.
Join Hannah as she explores the world of financial planning and finds resources and tools to help you become the best financial planner you can be.