During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.

Email the CFP Board: [email protected]

CFP Board YouTube Channel: YouTube.com

FPA Residency: FinancialPlanningAssociation.org

Externship + Amplified Planning CORE Program: AmplifiedPlanning.com