During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.
Email the CFP Board: Experience@CFPBoard.org
CFP Board YouTube Channel: YouTube.com
FPA Residency: FinancialPlanningAssociation.org
Externship + Amplified Planning CORE Program: AmplifiedPlanning.com
Measure Twice Planners