CFFP #63 - What Really Counts in Your Skillset

Conversations for Financial Professionals

On this week's episode of Conversations for Financial Professionals, I chat with Adam P. Scherer, MS, CFP®, EA about what kind of capabilities really count in your skillset.

In the full episode, you'll discover:

🎙️Adams's story and origin in financial planning

🎙️What makes financial planning attractive for career changers

🎙️Interesting trends in the financial planning profession

🎙️3 things career changers should understand about the profession

🎙️What skills are most desirable to obtain as the industry evolves

🎙️In your own words, what does the phrase "career changer" mean to you?

Resources:

Check out the Early Bird deal to enroll in the BIF Review for CFP Exam Prep (March 2023 cycle). Enroll in the March 2023 BIF Review before 11/15 to receive $100 off: bostonifi.com/bif-review#pricing Use coupon code: JUMPSTART

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