In this show, Shawn and Josh sit down with Kamila Elliott to discuss her recent selection as the Chair-Elect of the Certified Financial Planner Board. They also talk about fiduciary rules and roles, industry debates and solutions, as well as the future of CFP designations and education.

About Kamila Elliott:

Kamila Elliott has over two decades of experience in financial planning and investment assistance. Elliott has recently been named the chair-elect of the Certified Financial Planners Board, becoming the first female African American to serve in the position.

CFP Website: https://www.cfp.net/about-cfp-board/board-of-directors/kamila-elliott

Key Moments:

2:01 - Insight Into What Kamila Is Working On Right Now

4:13 - Kamila Shares Her Past Experience Leading To Her Current Position Today

8:40 - Why Kamila Believes The Financial Knowledge She Shares Is Important To Make Known To All Consumers

11:28 - Kamila Discusses Her Upcoming Role As Chair-Elect For The Board Of Certified Financial Planners

13:40 - How The CFP Certification Is Different

18:02 - The Evolution Of The Education For CFP, And Where It’s Going Next

19:57 - Advice For Someone On The Fence About Getting Their CFP Designation

25:34 - Between Fee-based And Fee Only, Which Is In The Best Interest Of The Client?

26:17 - What’s On The Horizon For CFP’s Marketing Efforts In 2020 And Beyond

Contact:

The FIG Sales Symposium: figsymposium.com

Josh's Email: Josh.Martin@figmarketing.com

Shawn's Email: Shawn.Sigler@figmarketing.com