CDA Exam Prep 65, Verification Visit Walkthrough — Observation, Portfolio, Reflective Dialogue
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The Verification Visit consists of three key parts: a two-hour Observation, a Portfolio Review, and a one-hour Reflective Dialogue. - During the Observation, your Professional Development Specialist is looking for evidence of the CDA Competency Standards in…
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