In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFPยฎ, Director of Financial Planning Services/Associate Wealth Management Advisor discuss how he passed the CFPยฎ Exam on first try.
Originally from the Baraboo, Wisconsin area, Jon joined the financial industry in late 2017. Jon attained both his Bachelorโs and Masterโs degrees in management from UW-Whitewater, and has also attained his Accredited Portfolio Management Advisor designation (APMAยฎ) within the financial industry.
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