Jeff Pocock

Conquering the CFP

Most financial planners revere the Certified Financial Planning (CFP) exam like Dorothy and her friends revered the Wizard of Oz. But be warned, many embark on the road to the Emerald City, but not all make it. With Toto, my financial calculator, by my side, I embarked on my CFP journey some three years ago. […]

By Jeff Pocock |March 1, 2010

2 min read