Currently work with providing investment services and advice to defined contribution and define benefits plans. OCIO relationship with some clients. Would this count towards the CFP work experience?

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Posting as :
works at
You are currently posting as works at

Then no. Needs to be to individuals.

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Thanks - any ideas on jobs that aren’t exclusively client facing that could count? When I think CFP, I think of financial advisors looking for retail clients and cold calling

Yes it would.

It is to institutional clients (company’s) though

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