Season 7 Episode 67 - The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
About our guest…
Making the decision to become a Certified Financial Planner is not one to be taken lightly. It requires a lot of hard work, dedication, and perseverance. But for those who are willing to put in the time and effort, the rewards can be great.
In this episode, Dr. Dave Yeske shares why becoming a CFP could be worth it for career changers and why he believes financial planning is here to stay as a profession. He also discusses the cost of the journey and what makes it worth the investment. Finally, he provides three pieces of advice for career changers considering making the switch to financial planning.
So if you're thinking about making the jump to CFP, be sure to listen to this episode for inspiration and insight from one of the industry's leading experts.
What we talked about…
In this episode, you'll discover:
🎙️Dr. Yeske's story and origin in financial planning
🎙️Why financial planning is here to stay as a profession
🎙️The cost of the journey
🎙️What makes the journey worth the cost
🎙️3 things all career changers should keep in mind before making the switch
🎙️"Skinny" certificate programs vs. traditional programs
🎙️In your own words, what does the phrase "career changer dilemma" mean to you?
Resources from this podcast…
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