Cls's The Weighing Machine

The Merits of CFP Credentials and Fiduciary Standards with Skip Schweiss

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Sinopsis

In today’s episode, Rusty and Robyn talk to Skip Schweiss, President of the Financial Planning Association (FPA).Skip has long been passionate about educating financial planners on how they can increase the value they provide to consumers. Before FPA, Skip oversaw TD Ameritrade’s retirement plan services business and public policy advocacy efforts among others. When not in his office, he's hiking somewhere in Colorado.Skip talks with Rusty and Robyn about the merits of a CFP credential, the importance of personal finance education, and the impact of recent legislative developments and emerging secular trends on the financial planning industry."My philosophy is maximum consumer protections, consistent with a reasonable regulatory level of regulatory burden on the providers. If you burden the providers so heavily that they can't even provide the services, you haven't done consumers any good. So, you've got to balance those out." ~ Skip SchweissMain Takeaways  Being CFP-certified is one way to increase your cred