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How to Become A Financial Planner – 3 Distinct Paths to Follow with Preston D. Cherry

"It could be one or the other, but like with many things...it depends." Tweet This
Becoming A Financial Planner
Listening Time: 44:48 minutes

Show Notes:

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,
-CFP certificant,
-Master’s in Financial Planning, and
-Ph.D candidate.

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?

Preston’s website

Thanks for listening.

Are you a current or aspiring financial professional?  Click here to learn more about how I’m helping you jumpstart your career!

Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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As an advocate for financial education, I love to share my knowledge in a “jargon-free” way to help you understand what it will take to win with your money!

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