Certificant Connections

Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession.   There are many avenues for people to become CFP® professionals and on this episode of Certificant Connections, Jillian Nel, CFP® talks about how being a financial planner allows her a great work-life balance as a working mom while having a successful business that continues to grow. Key Takeaways [:20] Dan Drummond welcomes Jillian Nel, and asks her to talk a bit about herself and her journey to CFP Certification. [1:54] Dan asks what Jillian thinks of the flexibility awarded in this line of business. [2:49] Jillian’s advice for younger people, especially women and minorities, wanting to get into the business. [3:26] What are some of the seemingly daunting aspects of getting a CFP certification and are th