Season 1 episode 5 - Inside the CFP Exam and What You Need to Pass ft. Gary O. Clement
About our guest…
Gary Clement is President of Clement Asset Management, LLC, a financial planning and investment management firm, a lead instructor in the Kaplan Schweser Certified Financial Planning Program, an adjunct professor at the College for Financial Planning, and an assistant professor at the University of Alabama. Gary also holds several professional designations and multiple educational degrees.
Today we discuss: what it means to be a Certified Financial Planner™; the difference that this certification can make in the eyes of the public; where Gary see’s the profession headed; as well as, some techniques of how to pass the exam (i.e. what to focus on!)
What we talked about…
🎙️Gary’s POV on the obstacles and opportunities of 2020
🎙️What it takes to have the title “financial advisor”
🎙️Why individuals with no financial background have an advantage earning the Certified Financial Planner™ designation
🎙️The two main reasons people do not pass the Certified Financial Planner™ exam on the first try
Resources from this podcast…
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