{ "media_type": "text", "post_content": "I am a manager and do consulting. I am thinking of becoming a CFP but not sure if it’s worth it. I’m not a CPA and don’t plan on becoming one, but thinking CFP is more suiting for what I do. Any advice ??", "post_id": "61c36d3f9db3fa003d7cf3e5", "reply_count": 1, "vote_count": 1, "bowl_id": "58f81646ae9f610010f869be", "bowl_name": "Consulting Moms", "feed_type": "bowl" }

I am a manager and do consulting. I am thinking of becoming a CFP but not sure if it’s worth it. I’m not a CPA and don’t plan on becoming one, but thinking CFP is more suiting for what I do. Any advice ??

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

Do you do wealth management or consult with HNW individuals? If you do work on retirement planning, taxes, insurance, or trust/estates then maybe it’s worth it.

like

Related Posts

So its almost 2 yrs for me and starting to feel like I should have some letters after my name. Looking for a designation that is worth having but not intense as the CFP

like

Anyone taking the CFP course via College of Fin Planning? Trying to figure out last day to take the test.

Post Photo
like

Best study guide for CFP?

like

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

like

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

funny

My insurance license has lapsed. Back when I was at Merrill I had to sit through a week-long training course. Do I still need to do that to regain my license? Can it be waived w/ a CFP certification?

like

Wondering what a typical CFP salary is in Florida. Firm is looking for 5years plus experience, income planning heavy and high net worth clients. More on the planning side and service. I have 9 years in the industry and CFP for 4.

like

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

likeupliftinghelpful

Recently acquired my CFP. I’m just starting in the industry and relatively fresh out of college. More or less working as an associate for senior advisors with a focus on portfolio management & trading for them. I think I’d like to go the designation route to cover CE for the CFP and the APMA caught my attention as I see other younger advisors getting it. Is it worth the money/time? I’d like to dive deeper in portfolio management education. I understand CFA and/or CIMA would be the most valuable.

like

CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

likesmart

Does Kaplan's MS in Financial Planning prepare you to sit for the CFP?

like

Looking for a FA preferably a CFP to join our team in Columbus Ohio.

like

I’m considering leaving Public Accounting to become a Certified Financial Planner. Have any of you other fishies looked into this? What are some things to consider?!

like

Does anyone here hold a non-CFA designation (CFP, CAIA, FRM etc.) and what kind of role/position do you have?

like

I'm considering pursuing the CFP designation. Which school did you choose and why?

like

Is it unrealistic of me to sit for the CFP exam in March if I start studying next week? I have three years of experience as an FA and I plan to study 2 hrs/night Mon-Thurs and all day on Sat/Sun

like

Just finished the CFP exam and feel like I absolutely bombed it. Is that normal? Every question had 2 legit answers. Brain is absolutely fried. Bourbon and cigar, please

like

Out of curiosity, what designations do you have? CFP, CFA, CIMA, ChFC, etc. Do you feel that your having, or not having, a designation has put you at an advantage/disadvantage?

like

CFP study tips? Just started program this week.

like

If anyone out here is a rising CFP and looking for their next opportunity near or around the Minneapolis, MN area, DM me! I had an awesome conversation with a firm yesterday who is looking to fill a junior advisor role (succession opportunity down the road). This sounds like a great opportunity for the right person!

like

Additional Posts

Testing a new post at 12:06PT 5.12

like

Posting from the top side.

Where is a new build???

like

Hate conference calls that drag on for hours.

Post for comments

like

Hhjjndjjffjjddjdh dndbbdndjjdjdndnnf dndbdhjxjdjd djdjhdjdjdjhdjndndndjdjdjdjjcncndjdjnd dhdjhdjdjdjhddhhd ghhhhhhh ghbbbbb fghhhhhhbh cvhhhhhhbhbb ghhbb. Hjnxnxndbd vsbdbddbbxbdbbd dbdhdhdjjxndnbdhdh

like

Fhhbbbbjjnnnnnnsn dnnsndjjjd dhjhdjjdjdjdjnd dhjhdjjdjdjdjnd djjfjdjjdndndnnfnd dhjhdjjdjdjdjnd dhjhdjjdjdjdjnd djjfjdjjdndndnnfnd djjfjdjjdndndnnfnd now djjfjdjjdndndnnfnd do. D dndnnfndnnsdhjdjdjdjnd

like

Comment on this to test rereply notif

Bbdjdndjdjgsjdjcbbdbxndbdbcghsbxhdbdbbxbbdbdbbdbdhxhdbbdbxjdbxbhebsbxb dbdbdbd Bebe the. Dbdbdbd sehsbevshdvhdbdbdbdbdd dbhsbvdbdvdvdbvduchhcbd dbhsbvdbdvdvdbvduchhcbd and I have love you so too but I

like

Post to test

like

Trump becoming the president elect taught me _____________?

like

Feeling a little down. Show me photos of your pets? Would appreciate it. :)

likeupliftinghelpfulfunnysmart

Can some people tell stories about projects they've loved? Lets get some positivity in here.

like

When you get notification that you hit AA Exec Platinum and SPG Platinum #readyfor2016

like

Ever have one of those days that make you wish you got hit by a bus this morning so you wouldn't have to go through today?

like

One more GDPR email and I will lose it

likefunny

Aaaaaaaaand that would be the third corproate card happy hour has claimed

like

This holiday party sucks

like

Just found out my partner has a deadly std and didn't disclose, is it attempted murder even if I didn't contract it but have proof of the situation?

like

When you are just sitting there waiting for your senior to finish the work he is doing so that you can show him your work and go home.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal