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Succeeding in Financial Services: Expert Insights With John Wheeler

NAIFA Advisor Today

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.

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Preparing for the CFP Exam: Effective Tips and Strategies for Success

International College of Financial Planning

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. Stay Updated with Industry Changes Financial planning is a dynamic field, and staying updated with industry changes and regulatory updates is essential.

CFP 52