Measure Twice Planners
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money.
Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
Measure Twice Planners
CFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®
During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.
Email the CFP Board: Experience@CFPBoard.org
CFP Board YouTube Channel: YouTube.com
FPA Residency: FinancialPlanningAssociation.org
Externship + Amplified Planning CORE Program: AmplifiedPlanning.com