Episode 147 - Kevin Keller & Dan Moisand, CFP Board

Wicked Pissah Podcast
23/03/2023 1h 0min Episodio 147
Episode 147 - Kevin Keller & Dan Moisand, CFP Board

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Episode Synopsis

We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Professional Dan Moisand. We'll hear about CFP Board's strategic priorities, the relationship between FPA and CFP Board, and Dan and Kevin's thoughts on the evolution of the financial planning profession. Stay tuned to hear our conversation.

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