43.7K
Downloads
278
Episodes
A Podcast shaping the next generation of financial advice! Join the free community at https://www.jumpstartcoachinglab.com
Episodes
Friday May 19, 2017
Friday May 19, 2017
Podcast Details:
Podcast Title: The Low-Down on Financial Advisor Credentials
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Powerpoint Slides
Questions/Issues We’ll Address on this Episode:
How many financial advisors are there? (5:15)
Per the BLS there are 249,400 (in 2014) of “financial advisors”.
How many financial advisors are there? (7:20)
Natural Questions….Which one should I work with? Which designation is “better”? What are the qualifications to become one? How are they regulated?
Top Down View on Advisors and their Specialty (8:15)
What is a CFP and what are the requirements? (9:35)
What is CFA and what are the requirements? (16:12)
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.