The Mind Money Spectrum Podcast

#88. What's the big deal about the CFP®?

August 17, 2021 Aaron Agte and Trishul Patel Season 2 Episode 36
The Mind Money Spectrum Podcast
#88. What's the big deal about the CFP®?
Show Notes

The CFP® is the gold standard in financial planning for individual households.

Trishul recently passed the CFP® exam. And so, in this episode, Aaron and Trishul discuss why the CFP® is so important. They discuss the Certified Financial Planner™ exam, continuing education requirements, the Code of Ethics, and the fiduciary standard. While the CFP® is not as academically rigorous as many formal post-graduate degrees, it is ideally suited for personal financial planning. Further, the breadth and depth of examination material help CFPs® uncover and transform planning-related unknown unknowns into known unknowns.

Episode References

Aaron Agte, CFP Profile
Investing Forever - The Three Key Benefits of Sound Investment Management Advice
Investing Forever - Where should you turn to for advice?
CFP Code of Ethics
Find a CFP Professional
How to Choose a Planner
Forbes: 10 Years of the Backdoor Roth
Modified Endowment Contract

Podcast Description

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out And for more information on Trishul check out We thank you all for listening, and stay tuned for our latest episode on our website,