Episode 12

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Published on:

11th Feb 2021

Episode #12 - What the hell is a CERTIFIED FINANCIAL PLANNER™?

In episode 12, we're talking about what the hell is a CERTIFIED FINANCIAL PLANNER™?

David Tuzzolino, CFA, CFP® of PathBridge and Tyler Landes, CFP®, AIF® of Tandem Financial Guidance, sit down with Kyle to discuss what it means to be a CERTIFIED FINANCIAL PLANNER™ professional. It can get confusing when an advisor says they're a financial advisor and a CERTIFIED FINANCIAL PLANNER™. It leaves you wondering, "which one are you?"

The guys break it down to make some sense of it.

Tune in!

As always, even though it's not recommended, to skip the fluff, go to the 17:15 marker.

Resources:

David's beverage of choice: Chocolate Meltdown by Penn Brewery,

Kyle's beverage of choice: Orange Creamsicle IPA,

Rocdhester Brewing and Roasting Co.,

Up/Down Arcade Bar,

Groundhog Dropped by de Blasio Dies,

Punxsutawney Phil’s Record,

NCAA Football (Video Game) is RETURNING!,

Ed O’Bannon,

Ed O’Bannon Case vs. NCAA,

Sam Keller the first domino,

Kyle's Walk-Up Song: Chicago Bulls Theme Song - The Alan Parsons Project,

David's Walk-Up Song: Welcome to the Jungle by Guns N’ Roses,  

Tyler's Walk-Up Song: In Summer by Olaf,

Bonus: Into the Unknown by Elsa (Idina Menzel),

Episode # 10 - What the hell is a Financial Planner?  (with Tyler Landes, CFP®, AIF®; Andy Flattery, CFP®; and Mike Zung, CFP®,  

The CFP Board,

CFP Board History,

Why a CERTIFIED FINANCIAL PLANNER™ Professional?,

The 4 E’s to becoming a CFP® Professional:

  • Education
  • Experience
  • Exam
  • Ethics

Education Requirement for CFP® Certification,

Experience Requirement for CFP® Certification,

CFP® Exam,

Let’s Make A Plan (Find a CFP®),

Kansas State University Department of Personal Financial Planning (College of Health and Human Sciences),

Episode # 6 - Diving a Layer Deeper into Investments (with David Tuzzolino, CFA, CFP®,

CFP Exam Pass Rate as of 2019 was 62% (and 66% for first-time takers),

Donovan Brooks, CFP®, CKA®,

Zahn Associates CFP Exam Review Course,

Kitces Blog Post “(When) Will CFP Certification Ever Become A Licensing Requirement Like The CPA?”,

CFP Board Achieves Record Growth of CFP® Professionals

Guests and Host Information:


David Tuzzolino, CFA, CFP® - PathBridge Financial, LLC

Website,

Blog, 

LinkedIn,

Facebook,

Twitter,

XY Planning Network (XYPN),

NAPFA,

FEE-ONLY Network

CFP Board


Tyler Landes, CFP®, AIF® - Tandem Financial Guidance, LLC

Website,

LinkedIn,

Facebook,

Twitter,

KCFAN (Kansas City Financial Advisors Network)

XY Planning Network (XYPN),

NAPFA,

FEE-ONLY Network

CFP Board


Kyle Hill, CFP® - Hill-Top Financial Planning, LLC

Website,

Email,

LinkedIn,

KCFAN (Kansas City Financial Advisors Network),

XY Planning Network (XYPN),

NAPFA,

FEE-ONLY Network

CFP Board


*This podcast uses sounds from freesound: Dry Transition by Electroviolence , Metal Door Slam Shut by ecfike, and Scream by ngrib

Listen for free

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About the Podcast

Personal Finance from the Hill-Top
Smart, Practical Personal Finance for Every Stage of Life
There are plenty of retirement podcasts out there, but what about the financial challenges facing families, professionals, and retirees navigating life today? Personal Finance from the Hill-Top (PFFTHT) brings you real, straightforward conversations about money—without the confusing industry jargon.

Hosted by Kyle Hill, CFP®, owner of Hill-Top Financial Planning, LLC, this podcast dives into the financial topics that actually matter to you:
✅ How to build wealth while raising a family
✅ Saving for college and retirement at the same time
✅ Smart tax strategies for high earners and retirees
✅ Investing, insurance, and making confident financial decisions
✅ Avoiding common money mistakes and planning for the future

You’ll hear expert interviews, real-world financial tips, and practical advice you can actually use—whether you’re in your 30s juggling career and kids, in your 50s preparing for retirement, or somewhere in between.

💡 Join us as we break down personal finance in a way that’s fun, engaging, and built for real life.

🎧 Subscribe now and start taking control of your financial future!

About your host

Profile picture for Kyle Hill, CFP®

Kyle Hill, CFP®

Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and owner of Hill-Top Financial Planning, LLC, an independent financial planning firm that he started to help younger adults develop financial confidence and create a path to financial independence. He provides comprehensive financial planning and investment management services. With his subscription model (think Netflix for your finances) he's able to bring objective, Fee-Only advice to an underserved population, Younger Adults. He lives in Kansas City, MO with his wife, two boys, and two bassador dogs (Bubba & Charlie Gibson... yep, after the former news anchor!).