I recently brought on my friend and colleague Preston D. Cherry to discuss “how to become a financial planner?”
After receiving many similar questions, I felt it was time to offer 3 distinct paths you can follow to enter the industry.
I thought Preston best to speak on this as his resume speaks for itself…
-instructor at the nation’s flagship financial planning program (Texas Tech),
-instructor for Dalton Education’s CFP program,
-Master’s in Financial Planning, and
I could think of no one better!
We are able to cover the following during our conversation:
- What’s better the CFP or Masters in Financial Planning?
- Why the Master’s degree is a base or signal to the public…
- What is the time/energy/money being invested?
- What are the 3 distinct paths?
Thanks for listening.
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