What Passing the CFP Really Means for Investors

In this episode of The Capitalist Investor, Tony Zabiegala speaks with Sam Petitjean about earning the Certified Financial Planner designation and what that process reveals about the depth of financial advice.

They discuss the discipline required to complete the CFP, the difference between basic investment management and true financial planning, and why coordination across tax, legal, and investment strategy matters for long-term outcomes.

For investors with significant assets, understanding how advisors are trained and how they think can play a major role in the quality of guidance they receive.