What does CFP actually mean? In this episode of YSR Shorts, Dennis O’Keefe breaks down the Certified Financial Planner designation and what it requires. From accredited coursework in retirement, taxes, estate planning, and investments to years of experience and a comprehensive exam, Dennis explains what goes into earning and maintaining the CFP mark. He also shares why credentials matter, but why they are only a starting point when choosing a financial professional.

Key takeaways:

• The difference between “financial planner” and CFP
• Education, experience, and exam requirements
• Ongoing continuing education standards
• Why credentials should be part of your evaluation, not the only factor
• And more!

Connect with Dennis O’Keefe:

• Successful Money Strategies, Inc
• dennis@successfulmoney.com
• (508) 730-2300
• LinkedIn: Dennis O’Keefe
• LinkedIn: Successful Money Strategies, Inc
• Facebook: Successful Money Strategies, Inc
• Instagram: Successful Money Strategies, Inc
• YouTube: Your Successful Retirement Podcast

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