Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP®
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. On this episode of Certificant Connections we talk with our newest CFP® Pro Matt Aaron, CFP® of Northwestern Mutual about his journey to CFP® certification, why he became a financial planner and tips for young people entering the profession. Key Takeaways [:20] Dan Drummond welcomes Matt Aaron, and asks him right away: How does it feel to be the latest CFP® Pro! [00:43] Matt shares his take on what some distinguishing features of the CFP certification are, when it comes to clients choosing a financial advisor. [1:35] There are more CFP’s than CFA’s globally! [2:01] Dan asks if Matt has anything to share for people who might be looking to start in the business. [2:55] Matt delves into the tangible value of an internship. [3:50] Matt passing his CFP exam was a gift in more ways than one! [4:42] Dan asks Matt if he has any parting words for people starting in the business, and thanks him for coming on the podcast. Thank you for listening to another episode of Certificant Connections, for more information, visit our website and check out our blog. To submit questions, email us at podcast@cfpboard.org. If you enjoyed the show, we hope you visit iTunes to subscribe, rate and leave us a review. Join us next time for another edition of Certificant Connections. Mentioned in this episode Certified Financial Planner Board of Standards CFP Registered Programs Conference Northwestern Mutual More about your hosts Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board) Matthew J S Aaron is a financial advisor and CERTIFIED FINANCIAL PLANNER™ based in Washington, DC. His team at AARON FINANCIAL works closely with physicians, attorneys, and business executives across the country. Their planning is most relevant to emerging affluent professionals who are looking to build something special. Their goal is to deliver the ultimate client experience and help your dreams become a reality.