CDA Exam Prep 52, Family Questionnaires for Portfolio — Distribution and Confidentiality
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 CDA requirement is to distribute the official Council questionnaire to all families, not just collect a minimum number. - Anonymity and confidentiality are critical; never ask for names on the forms and always protect family responses. - Your portfolio…
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