Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98

The Big Picture

MAY 13, 2025

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. So it’s possible.

Clients 130

Clients Investing Investments Management 130

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. Some crazy number I think it is too.

Clients 147

Clients Portfolio Financial Advisor Investing 147