Episode 6 – YAFPNW Meetup

Lynn McIntireThis episode is based on a roundtable discussion about designations held on February 18th, 2016. The discussion is led by Hannah Moore, CFP® and Lynn McIntire, CFP®, CAP®, CLU, AIF,  registered principal with Cadent Capital.

CFP Board

CFA Certification

Claritas®

PFS Credential

EA Designation

The Chartered Life Underwriter®

The Chartered Healthcare Consultant®

The American College

Certified Employee Benefit Specialist

Accredited Estate Planner Designation

Certified Investment Management Analyst®

Certified Private Wealth Advisor®

Accredited Investment Fiduciary®

Accredited Investment Fiduciary Analyst®

Registered Life Planner®

Certified Financial Transitionist

Certified Divorce Financial Analyst®

Certified Grief Recovery Specialist

Episode 5 – Ben Briggs

Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations.BennBriggs

Ben discusses his non-traditional route to financial planner by way of becoming a CPA first. He shares how having a CPA certification has helped him as a financial planner and offers advice to those new to the profession. Hear the details on the importance of building a network and gaining an understanding of the fundamentals of financial planning.

hannah's signature

Links to references in this week’s podcast:

RGT Wealth Advisors

FPADFW Career Day

AICPA