If you’ve been wondering about up-skilling beyond a CFA or CFP designation, and want to work more on the human side of money and increase your soft skills, this episode is for you.

I’m joined by Mariette Tappan, who holds the distinction of being the first Certified Financial Transitionist® in South Africa.

We chat about what a Certified Financial Transitionist — which is a designation from the Financial Transitionist Institute — does and why, after more than 25 years as a financial planner, Mariette was prompted to go down this path after having five clients pass away in one year.

This episode is not an ad for the institute or designation. Rather, it’s a look at the importance of always upskilling, even after decades in the profession, and the growing importance of being skilled in the human side of money, in addition to the technical side.

Links, show notes and full transcript at https://innovatingadvice.com/post/episode60.

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Upskilling Beyond the Technical: Bringing More Meaningful Skills to Client Relationships with Mariette Tappan [Ep60] 41:29 Share

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Upskilling Beyond the Technical: Bringing More Meaningful Skills to Client Relationships with Mariette Tappan [Ep60]