{ "media_type": "text", "post_content": "How soon did you start your CFP & other credentials?", "post_id": "59f21fca60057200176aa48d", "reply_count": 8, "vote_count": 4, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

How soon did you start your CFP & other credentials?

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I would say depends on your stage of life. If you can knock it out before you have kids and the business is too busy, go for it asap.

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As in how soon after you got your 7? I got my 7 in ‘04 and started studying in ’12. In my opinion the wait was helpful because I gained real world experience that reduced the memorization that I needed. Two other guys in my review course that were licensed for less time were on their second try, for what it’s worth.

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Taking the courses right now. Been in for 3 years, but I'm single with no kids. Figured it would be best to do it before life happens

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Sooner the better

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CRPC about 4-6 months in to get some letters. It was pretty standard to start with that. Knocked out a few CFP mods over the following few years and also got other designations along the way. CFP in 5th year. It’s all good knowledge.

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I got my CFP pretty much as soon as I could use it (3 years in the industry).

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Different for each person - I had been in the business for 7 years and was 40 with school age kids, married and started my CFP. I would agree that if you are single and no kids - get it done!

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Did the CFP in fourth year. Felt like I wasn't on the brink of going out of business in any given month but I didnt have kids yet so still had some free time.

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My uncle, and aunt, had about $750k in investments scattered across 14 different retirement accounts, brokerage accounts, annuities, on different platforms. They are 65. Three months ago they asked me if I could help them consolidate everything. I agreed. We started the process and this week the last of the funds came into their new Vanguard accounts! Question: how do I scale this work organically, as a side hustle? I have an MBA in finance, but no CFP or other financial planning designation.

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Thinking about getting the CFP. Have any CPAs done it? Is it as hard as they say compared to the CPA?

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How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

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Can I start an LLC and manage people’s money through a fund account without being a licensed CFP or having passed the series 7, etc?

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Anyone took CFP exam? How hard is it compared to CPA? And how many hours prep?thanks

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Have my CPA but thinking about becoming a certified financial planner after leaving public accounting. How difficult and time consuming is the exam compared to the CPA? Is it worth it?

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I have a CFP question. I’m thinking of getting mine and I read online about all the required course work and capstone course before you can sit for the test. But I keep reading posts (more inside)

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I don't have anyone else who gets this, but I hit my personal goal this year in almost every category; revenue, income, AUM growth, etc. Our fiscal year ends in October and I ended the year with a bang. Just super excited and I hope everyone else knows, this business is worth it when you put in the time and effort! Edit: also passed CFP in March!

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Help! What's the best online CFP course?

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CFP study tips? Just started program this week.

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Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

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I have my CFP and my CRPC. I’ve thought of dropping the CRPC and just maintaining the CFP. Thoughts?

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Thoughts on getting CFP when done with CPA (1 test left) and pivoting from audit to personal financial planning? Estates, taxes, savings, etc. Or should I just stick the OG plan and go into industry FP&A when I make senior/CPA?

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ChFC or CFP? And why? Also, take in consideration not having a Bachelors

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I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

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I keep hearing that the CFP is worth it. What makes it worth it? The knowledge, the credibility, the confidence? All of the above I assume. Do you have prospects seek you out?

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I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?

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