Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today's conversation features Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University.

She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also an Alliance of Comprehensive Planners member, along with being a member of the Santa Cruz County Women’s Council.

We cover a ton in our conversation, such as:

-Why she chose the CFP of all the available designations

-What she did to prepare for exam including the education provider she used and how long it took her to prepare

-How she felt about her failed 1st attempt at the exam and what she learned from it.

-What it was like on the exam day and her strategy for tackling questions.

 

In this conversation you'll learn from Anabel’s firsthand experience on what you need to do in preparing for the CERTIFIED FINANCIAL PLANNER™ examination.

 

Resources:

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