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The Wiser Financial Advisor Podcast

Get Real. Get Honest. Get Clear.
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The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday.

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October 20, 2020

Financial Planning in a Crisis

Jamie Hopkins is a recognized financial writer & prolific author, he’s also a researcher and teacher to financial advisors across the country. He has…
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October 13, 2020

Debt Snowball

Listen to host Josh Nelson in this episode as he helps you learn a unique way of managing debt called, “The Debt Snowball”. Simple….
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September 28, 2020

Pilot Episode

On this pilot episode host Josh Nelson lays the foundation for the podcast with a description of his experience in the financial business. He…
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The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
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  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
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CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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