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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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December 22, 2020

Cash Is King

You’ve probably heard that Cash Is King. In this episode of The Wiser Financial Advisor, host Josh Nelson shares when that statement is especially…
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December 8, 2020

The Formula For Happiness

There’s good news in this episode…Sure, life has it’s challenges, it’s heartache and suffering. We’ve all had at least one of those experiences. Host Josh Nelson…
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December 1, 2020

Death Insurance

Death Insurance? What is that? Host Josh Nelson explains what it actually is and why it’s so important for those in your family who…
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November 23, 2020

Life Will Never Be The Same

2020 is one of those “weird” years. To say that it’s been strange and tough on everybody is an understatement. Wiser Financial Advisor host…
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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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