E53 | CFP® FAQ's with Brian Kallback

·         Intro 0:00-1:53

·         What do you need in order to be a CFP and what is Dalton Education? 1:53-2:53

·         Benefit of Loras over other programs: 2:53-6:00, 11:12-13:45

·         How our program works: 6:00-9:15

·         Who should do the program?: 9:15-11:12

·         What is a Certified Financial Planner and what is the CFP exam like? 14:17-17:10

·         Fiduciary standard/acting in the client’s best interest: 17:10-19:45

·         How do you know if you’re ready?/What’s the timeline?: 19:45-22:15

·         Brian Kallback’s best piece of advice/next steps: 22:15-29:20

Hosts: Robert Waterbury
Producer: Trent Hanselmann

Guest: Brian Kallback

Learn More: www.loras.edu/CFP