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Episode 3: Why I became a CFP® professional – An interview with Jillian Nel, CFP®

Certificant Connections

Release Date: 03/06/2019

Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession.

 

There are many avenues for people to become CFP® professionals and on this episode of Certificant Connections, Jillian Nel, CFP® talks about how being a financial planner allows her a great work-life balance as a working mom while having a successful business that continues to grow.


Key Takeaways

[:20] Dan Drummond welcomes Jillian Nel, and asks her to talk a bit about herself and her journey to CFP Certification.

[1:54] Dan asks what Jillian thinks of the flexibility awarded in this line of business.

[2:49] Jillian’s advice for younger people, especially women and minorities, wanting to get into the business.

[3:26] What are some of the seemingly daunting aspects of getting a CFP certification and are they really that big an issue?

[5:24] Any tips for up-and-comers?

[6:18] Dan asks what professional experience newly certified grads should look to get?

[8:03] Dan asks Jillian if she has any additional parting advice for people starting in the business, and thanks her for coming on the podcast.

 

Thank you for listening to another episode of Certificant Connections, for more information, visit our website and check out our blog.

 

To submit questions, email us at podcast@cfpboard.org.

 

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Join us next time for another edition of Certificant Connections.

 

Mentioned in this episode

Certified Financial Planner Board of Standards

CFP Registered Programs Conference

Legacy Asset Management

Rice University — Susanne M. Glasscock School of Continuous Studies — Certified Financial Planner™ (CFP®) Certification Education

 

More about your hosts

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board)

 

Jillian Nel, CFP®, CDFA is the director of financial planning for Legacy Asset Management in Houston. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Divorce Financial Analyst (CDFA). Ms. Nel and her team provide comprehensive financial planning and risk management to individual clients, business owners and their families. She also provides consulting and advisory services for the Qualified Retirement Plan practice of the firm to business owners, plan administrators, and participants.

 

Jillian was selected to serve as the Academic Program Director for the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Education Program within the Glasscock School at Rice University.  This course prepares candidates to sit for the CFP® exam. Jillian has also served as an instructor of Retirement Planning & Employee Benefits for this program since March 2013 and continues to teach on a regular basis.

 

Jillian Nel at Legacy Asset Management

Jillian Nel at Rice University