This episode talks about:

Sarry’s journey from his introduction to the financial services industry to his decision to pursue the CFPⓇ certification.

Learn about the CFP designation, its founding mission, and why it’s considered the gold standard in financial planning.

Explore the comprehensive curriculum of the CFP certification, including topics such as investment strategies, tax planning, and fiduciary responsibility.

How CFP training has shaped Sarry’s professional journey and approach to financial planning.

Gain valuable tips and strategies for aspiring CFP professionals, from crafting structured study schedules to leveraging effective learning techniques.

Understand the principles of fiduciary responsibility in client-centered advisory services.

To learn more about what we do and how we can help you grow more wealth, please visit https://finassetprotection.com

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Connect with Sarry on   / sarry-ibrahim-mba-ltcp-bank-on-you  

Free “Thinking Like a Bank” ebook. Learn to think like a bank by downloading a free copy here: https://thinkinglikeabank.com

**Not intended to be financial advice. Please consult a professional who knows your specific situation.