En este episodio te explico qué es un "CFP® Professional", qué diferencia tiene contra alguien que se hace llamar "Financial Planner", y te explico el primer paso de la planeación financiera: La entrevista inicial. En el próximo episodio te voy a compartir el resto del proceso de la planeación financiera.
El CFP Board es la institución que autoriza el uso de la marca CFP®.
Fuentes mencionadas en el episodio:
El CFP Board: https://www.cfp.net/about-cfp-board
Cuántos CFP® Professionals somos Hispanos/Latinos: https://www.investmentnews.com/number-female-black-hispanic-cfps-increases-201092
Música del Episodio: "The Universe Sings", usada bajo Creative Commons. http://ccmixter.org/files/kthugha/61347
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