CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®

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

 

Dave holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990 and is a past Chair of the Financial Planning Association (US) (FPA), being named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and Dave was again profiled in the Wall Street Journal in 2010 on “The Science of Financial Advising.”

 

In 2019, Dave was recognized by InvestmentNews as one of the most influential people in helping to shape the financial planning profession. In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Dave’s contributions as a thought leader in the profession through his writing, presenting, and teaching and his dedication to mentoring future generations of planners through his longtime role as a mentor and Dean of FPA’s Residency program and his involvement at Golden Gate University spanning more than two decades were highlighted as he received the award.

 

In this episode, you'll discover:

🎙️Dr. Yeske's story and origin in financial planning

🎙️Why financial planning is here to stay as a profession

🎙️The cost of the journey

🎙️What makes the journey worth the cost

🎙️3 things all career changers should keep in mind before making the switch

🎙️"Skinny" certificate programs vs. traditional programs

🎙️In your own words, what does the phrase "career changer dilemma" mean to you?

 

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