This episode tackles (respectfully and fairly) title protection in the financial advisory space, particularly the CFP and the recent developments in the Chartered Financial Planner designation controversy head-on, fostering a critical discussion among industry-leading financial professionals in Canada.

Speakers 👇

Jason Pereira: linkedin.com/in/pereirajm

Mark McGrath: linkedin.com/in/markmcgrathcfp

Mehul Gandhi: linkedin.com/in/mehulgandhicfp

Julia Chung: linkedin.com/in/juliaychung