Duhawk Digest

Duhawk Digest Host Robert Waterbury is joined by Brian Kallback ('02), Assistant Professor of Finance, as they discuss the Certified Financial Planning Certification Program at Loras College.

· 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: 22:15-29:20

Show Notes

·         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: 22:15-29:20

Hosts: Robert Waterbury
Producer: Trent Hanselmann

Guest: Brian Kallback

Learn More: www.loras.edu/CFP

What is Duhawk Digest?

Short interviews with exemplary Duhawks from Loras College.
Host & Executive Producer: Robert Waterbury