Certified Financial Planner Financial Planning Retirement Planning Seminar 
NAIFA Advisor Today
OCTOBER 6, 2023
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.
International College of Financial Planning
JULY 10, 2023
CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts.
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