· 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