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.
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.