Valentin Tranier recently earned his CFP® certification, and in this video, Eric Burkholder and Val discuss what goes into becoming a CFP® professional and how the experience translates into better financial planning for clients.
Val shares his experience completing the CFP® coursework, meeting the experience and ethics requirements, preparing for the exam, and applying what he learned directly in client meetings.
Eric and Val also discuss several areas covered throughout the CFP® curriculum, including retirement planning, investments, tax planning, estate planning, and selecting retirement plans for business owners.
At Burkholder Wealth Management, continuing education is an important part of how we work to provide thoughtful and comprehensive financial planning for our clients.
If you have questions about the CFP® certification or how comprehensive financial planning can help you, feel free to reach out to our team.
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