Episode 12 | Passing the CFP Exam With Dalton with Guest Jon Wilson

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ONE AND DONE – INDUSTRY NEWCOMER PASSES ON FIRST TRY WITH DALTON

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

 

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