The Certified Financial Planning (CFP) designation is one of the most challenging to achieve in the world of retirement planning.  In this episode, Mike discusses what it takes to obtain the CFP as well as what it means to have the CFP with MBE Wealth Management's two newest Certified Financial Planners, Jake Krueger and Jason Henrich.

The Certified Financial Planning (CFP) designation is one of the most challenging to achieve in the world of retirement planning. In this episode, Mike discusses what it takes to obtain the CFP as well as what it means to have the CFP with MBE Wealth Management's two newest Certified Financial Planners, Jake Krueger and Jason Henrich.

Understanding the CFP Credentials

The team at MBE Wealth Management operates as an SEC Registered Investment Advisor.  We proudly operate as a fiduciary in 6 locations throughout Wisconsin: Baraboo, Reedsburg, Wisconsin Dells, Tomah, Sun Prairie, and Wausau.  

The goal of this podcast is to help our listeners learn the 'language of money' and better understand financial topics from the basics of investing to technical knowledge as well as some insight into behavioral finance.

We hope you enjoy the show and if you have any questions or comments, please send them to info@mbewealth.com.

Business

The team at MBE Wealth Management operates as an SEC Registered Investment Advisor. We proudly operate as a fiduciary in 6 locations throughout Wisconsin: Baraboo, Reedsburg, Wisconsin Dells, Tomah, Sun Prairie, and Wausau. The goal of this podcast is to help our listeners learn the 'language of money' and better understand financial topics from the basics of investing to technical knowledge as well as some insight into behavioral finance. We hope you enjoy the show and if you have any questions or comments, please send them to info@mbewealth.com.

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Understanding the CFP Credentials

Understanding the CFP Credentials