#certifiedFinancialPlanner
Check out the full episode on what it's like being a certified financial planner: youtu.be/cTR4O3uI0nA

Also mentioned in this episode: @alethearlyons.bsky.social

#certifiedFinancialPlanner #financialPlanner #careerDiscussion #careerDiscovery #careerExploration #interestingJobs #nodegree
IS a Certified Financial Planner RIGHT for YOU?
YouTube video by Time We Discuss
youtu.be
April 27, 2025 at 3:17 PM

Only about 4,000 of these 121,000 people who are registered as financial professionals in Canada "are registered financial professionals which have a fiduciary duty, which is a legal obligation to act in the client's best interest"

Get a #CertifiedFinancialPlanner

www.cbc.ca/news/busines...
'I feel duped': Why bank employees with impressive but misleading titles could cost you big time | CBC News
Mike Black says he feels "completely betrayed" after investing almost $1 million with the help of an RBC Dominion Securities “vice-president” who he later learned is only licensed as a salesperson.
www.cbc.ca
January 18, 2025 at 7:02 PM
Mr. Roeser brings over 25 years of experience in providing professional services related to business sales, acquisitions, and valuations, having successfully completed hundreds of engagements nationwide. tinyurl.com/bdfpwdzz
#cpa #cva #cvadvice #certifiedfinancialplanner #mergeracquisition #finance
June 13, 2025 at 8:27 PM
Educating Up for your Financial Future - Kristen Vernace
Get ready to take charge of your financial future! On this empowering episode of Dishing on Divorce, host Lisa Lisser, CDC Divorce Coach, welcomes guest Kristen Vernace, CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst®. Together, they explore how to “educate up” when it comes to finances—so you can make smart, informed decisions during and after divorce. Don't miss this important conversation on navigating money matters with clarity and confidence. Host, Lisa Lisser, an Excellent relationship-building professional skilled in Divorce Coaching, Pre-Mediation Divorce coaching, conflict co-parenting support, Mindset Coaching, Spiritual Counseling, Nonprofit Planning and Management, Network building, Branding & Identity, Jewish History, Jewish Education, and Volunteer Management.​ Contact Lisa Lisser: lisa@lzlcoaching.com LZLCoaching.com www.NEWStreamingNetwork.com.  Home of NEW Streaming TV, Going Bold Media, Going Solo Media. and WGSN-DB Going Solo Network Radio, Podcasts, and TV. More about Kristen: Kristen Vernace specializes in helping clients navigate the financial complexities of divorce with clarity and confidence. She brings a compassionate, strategic approach to each stage of the process—whether clients are contemplating divorce, in the midst of it, or adjusting to life afterward. Kristen is passionate about empowering individuals to make informed financial decisions that align with their values and long-term goals. In addition to her divorce planning work, she has deep expertise in budgeting, retirement planning, and tax strategy. Her clients value her ability to provide calm, thoughtful guidance during periods of transition and her commitment to helping them build a stable and fulfilling financial future. Contact with Kristen: kristen@pathwaysfp.com https://www.pathwaysfp.com/
www.spreaker.com
August 28, 2025 at 4:00 AM
Educating Up for your Financial Future - Kristen Vernace
Get ready to take charge of your financial future! On this empowering episode of Dishing on Divorce, host Lisa Lisser, CDC Divorce Coach, welcomes guest Kristen Vernace, CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst®. Together, they explore how to “educate up” when it comes to finances—so you can make smart, informed decisions during and after divorce. Don't miss this important conversation on navigating money matters with clarity and confidence. Host, Lisa Lisser, an Excellent relationship-building professional skilled in Divorce Coaching, Pre-Mediation Divorce coaching, conflict co-parenting support, Mindset Coaching, Spiritual Counseling, Nonprofit Planning and Management, Network building, Branding & Identity, Jewish History, Jewish Education, and Volunteer Management.​ Contact Lisa Lisser: lisa@lzlcoaching.com LZLCoaching.com www.NEWStreamingNetwork.com. Home of NEW Streaming TV, Going Bold Media, Going Solo Media. and WGSN-DB Going Solo Network Radio, Podcasts, and TV.  More about Kristen: Kristen Vernace specializes in helping clients navigate the financial complexities of divorce with clarity and confidence. She brings a compassionate, strategic approach to each stage of the process—whether clients are contemplating divorce, in the midst of it, or adjusting to life afterward. Kristen is passionate about empowering individuals to make informed financial decisions that align with their values and long-term goals. In addition to her divorce planning work, she has deep expertise in budgeting, retirement planning, and tax strategy. Her clients value her ability to provide calm, thoughtful guidance during periods of transition and her commitment to helping them build a stable and fulfilling financial future. Contact with Kristen: kristen@pathwaysfp.com https://www.pathwaysfp.com/
www.spreaker.com
August 8, 2025 at 2:00 PM