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I Earned my CFP, What Comes Next?

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This facilitated discussion will focus on:

  • What other designations are out there?
  • Are there skills you want to develop outside of the financial planning field?

Joshua Harris, CFP®, AFC

Lecturer, College of Business, Clemson University

Josh Harris joined the Clemson faculty in January 2016. He comes to Clemson from working in Financial Services and Planning with PNC Bank. Currently Josh is a Certified Financial Planner (TM) and an Accredited Financial Counselor in good standing. He is a member of the National and South Carolina chapters of the Financial Planning Association, Financial Therapy Association & Association for Financial Counseling and Planning Education. In addition to his professional associations, Josh sits on the United Way of Pickens County Financial Capability Committee, sits on the Board of Directors for the SC Financial Planners Association, and on the Board of Directors of the Financial Therapy Association. He is currently a doctoral student at Kansas State University, pursuing research in family financial socialization, financial therapy, and professional ethics.

Susan Bradley, CFP®, CeFT®

Founder, Sudden Money Institute

Susan Bradley, CFP®, CeFT® is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the CeFT® training). For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.

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I Earned My CFP, What Comes Next?
Open to view video.
Open to view video. This facilitated discussion will focus on: what other designations are out there and re there skills you want to develop outside of the financial planning field.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available