YFP 256: Why YFP Planning’s Lead Financial Planners Are All CFPs®

YFP Planning Financial Planner, Kimberly Bolton, CFP® discusses why the CFP® designation is the most valuable credential when providing comprehensive financial planning, why the term financial planner in and of itself doesn’t mean a whole lot, what questions you can ask to find a planner who is a good fit for you, and what someone can expect when working with a financial planner.

Key Points From This Episode

• Background on Kim’s professional journey to becoming a CFP®.
• What inspired her to pursue a career in financial planning.
• We find out about the work that Kim is currently involved with at YFP Planning.
• Why the YFP team believe so much in the CFP® designation.
• Some examples of how comprehensive the CFP® training is.
• How working with a certified CFP® is beneficial for the client.
• Kim tells us what is required to enter the CFP® course.
• What people taking the CFP® board exam can expect.
• Learn about the experience requirement needed after passing the exam.
• The expected ethical standards once you are certified.
• Differences in the types of CFP® planners in terms of fees and services.
• A brief breakdown of the different fee structures associated with CFP® planners.
• Examples of good questions to ask a financial planner to ensure they are the right fit for you.
• Kim shares a success story about working with a CFP®.

Links Mentioned in Today’s Episode

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• Refinance Your Student Loans with Splash Financial
• YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven
• Retirement Plans: Last Week Tonight with John Oliver (HBO)
• Download the Free Guide - Nuts & Bolts to Hiring a Financial Planner
• YFP 054: Why Fee-Only Financial Planning Matters
• YFP Planning: Why YFP?
• Your Financial Pharmacist Disclaimer and Disclosures