This 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.
Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations.
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.
Links to references in this week’s podcast: