Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

More education can give you more prestige as a financial advisor, but even more importantly, it gives you the knowledge and skills to better meet your clients’ needs. But what’s the best way to gain these skills? When is the right time to pursue additional designations? And how will the recently announced changes to designations affect your education opportunities? Today’s guest can help you answer all of these questions. Jason Watt is the CEO and a full-time instructor at Business Career College, delivering web-based training to students across Canada who are in pursuit of their certifications. Jason has been at Business Career College since 2006 after 14 years serving in the Canadian Armed Forces. He also spends time providing pro bono financial planning services to disadvantaged populations. In today’s episode, you’ll hear what Jason has to say about the cost and time investments you’ll need to make to earn a CFP designation, how you can get more from your continuing edu