·         Intro 0:00-1:53·         What do you need in order to be a CFP and what is Dalton Education? 1:53-2:53·         Benefit of Loras over other programs: 2:53-6:00, 11:12-13:45·         How our program works: 6:00-9:15·         Who should do the program?: 9:15-11:12·         What is a Certified Financial Planner and what is the CFP exam like? 14:17-17:10·         Fiduciary standard/acting in the client’s best interest: 17:10-19:45·         How do you know if you’re ready?/What’s the timeline?: 19:45-22:15·         Brian Kallback’s best piece of advice/next steps: 22:15-29:20Hosts: Robert WaterburyProducer: Trent HanselmannGuest: Brian KallbackLearn More: www.loras.edu/CFP

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