Episode 17 – How to Pass the CFP® Exam on Your 1st Try

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This teacher turned Planner shares her success studying strategy.

After 14 years as a teacher, Sasha Decker made a major career change and began working in financial services for a nationwide trust company.

In her capacity as a CFP® professional, Sasha evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.

Prior to joining the company, Sasha worked as a fourth-grade teacher at Providence Classical Christian School for eight years.

Sasha graduated summa cum laude from the University of Dallas with a bachelor’s degree in classical philology.

She passed the CFP® exam in March 2023.

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