I am currently a financial analyst. I am considering getting my CFP certification and move more along that route in my career. Does FP&A work like budgets and forecasting count as work experience for the CFP requirements?

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

No it does. It needs to be personal in nature. Here’s a great link from the CFP. I was able to use my individual income tax experience to qualify (which was a stretch). Business finance does not count.

https://www.cfp.net/get-certified/certification-process/experience-requirement/the-paths-to-experience

Thank you for haring the link. THis is super helpful.

My first response should have said “no it doesn’t count.”

Sure! I mean, if you want to make wealth management or financial planning your career, I suggest looking into RIAs (they are usually more about financial planning or something similar), or wirehouses (like Morgan Stanley, JPMorgan, those type of places, which have large wash our rates and can be more sales oriented, but can be a good start), or investment oriented firms. I can breakdown the different types more if you’d like. There are a few decent starting type roles too if you want to know more.

You are way off pal, respectfully

100% agree, I don't think there's any similarity at all - that was my first thought when I read the post as well

They are like two different things. So technically, they don't count. But you can always take the skills applicable to both and make it as a leverage.

I don't think so. It will not be counted as work exeprience for the CFP requirements. But if you have any income tax experience, you can use that instead.

Related Posts

Can someone refer me at Microsoft for non tech business strategy/ops/consulting roles? I am not an MBA and have a 4 year work ex.

like

What would you recommend someone starting tas (campus hire) early next month do to prepare. I am CPA eligible, but not sure if I should spend my time on that or study finance or just relax. Any recommendations?

like

I hate politics, which means I suck at Office Politics. Any advice, learning experiences, or insight for someone who knows he has to be better at it?

like

What non-traditional roles have your former colleagues left for? Are they happy?

like

Outside of M7, what is the best MBA program for consulting exit opps? Looking at employment reports, it’s looking like it may be Ross —> ~70 MBB hires

like

Hi all,
I m into QA as functional test planner for more than two years and now i m mood to change my role to automation, but after certification in selenium and Tosca my lead was not able to provide me the project based on automation so they are rolling me off from the project. Telling u will get automation project on bench.
Now i m confused what had happened and what to do on bench.
Please help me out here cause I m finding it too difficult here to change the role.
#accenture

like

Hey fishes! I just moved from consulting to strategy and ops at a unicorn startup! Excited about my journey ahead - how has yours been so far?

like

Any books or online courses you would suggest that cover data science solutions for supply chain?

like

Does anyone have the AWS Cloud Practitioner certificate and does it hold any value? I’m non-tech looking to get some certificates under my belt to be more marketable in my job search

like

Currently a property adjuster with 6 years of experience including complex commercial property claims. Any tips on transitioning to an analyst role?

like

Would you take a freelance gig that would be a promotion (with potential to join full time) with a smaller company whose values you really agree with, OR a full-time offer for a lateral move with a larger company with teammates you know and trust? Of course factoring in all the nuances of covid. TIA!

like

Anyone leave PA to work at IRS? What was your experience?

like

What are the pros and cons of joining a Captive Organization for Salesforce ?

It is true that in service based consultings the learning curve will be better coz we'll get to work on a lot of projects compared to a captive organisation ?

How should one decide? Can someone list out the pros and cons of both. It would be really helpful for a lot of people.

Thanks in Advance!

Why are is implementation a separate application for McKinsey? Speaking in mba recruiting terms

like

Thoughts on making a move from strat consting to
a) joining a vc (investment team)
VS
b) doing 2+ years as a product mgr/s&o forst before moving to vc?

Context: 1-2 years in strat consulting, couple software CDDs under the belt as well as pricing and gtm engagements

Pros?cons?

like

Hi guys, is it possible to switch from pharma domain to consulting profiles. I won’t be getting a satisfactory CAT score this year. I currently have 1+ year of experience as a manual tester (pharma database, intl. pharmaceutical giant is the client)
@kpmg @ey @deloitte @bcg @trinity

like

I’m in big law and on the cusp of making the jump to in-house. It sounds like the company I just interviewed with is getting ready to make me an offer. It’s definitely going to be a pay cut coming from big law but I do get some nice equity in the company. Is the jump worth it? I’m so burnt out by big law and this seems like an awesome opportunity to help shape a newish company. Any tips on how to figure out if this is the right move for me?

like

What role is after Developer/Senior Developer?

Hi guys,

I switched 20 days back to Optum. I have 7 years of experience working as a full stack Engineer, who is passionate working on both front end and back end on latest technologies. But my project is working only on back end with 10 years old tech stack. There is no front end work at all. What should I do?
I don't like working here at all, but I am not sure whether moving out again in a month will give bad Impression on my resume. Hence please give me advice on this situation

like

Today I joined the JPMC mumbai and got the offer from UBS Pune, both are providing the same package.
I want to work in pune, what should I do?
Leave the JPMC and join UBS

like

More Posts

Sharks, is there any project release policy for Cognizant ? Kindly let me know from where i can get the policy ? I want to switch the project . Reason - No scope of learn new technology in the new project . Tata Consultancy Accenture India Wipro wipro IBM

like

What is DD like?

like

Putting in my two weeks with no job lined up to spend some time with my family and volunteering. Anyone have experience with a gap in employment? Will this ruin my chances of getting a “good” job by January? Have I gone completely insane?

like

Fishes , list down the good and bads of BNY mellon chennai

like

Stay or go ?

I'm at an early stage tech start up and gaining experience in an industry that I like. However, I am getting no formal training or sales coaching. Everything I've done so far (Inc. Targeted marketing and prospecting) has been self taught and I feel like I am lacking professional knowledge if I was to move onto a different company, especially considering that I am not involved in the full sales cycle.

like

Which agency would you advice against joining and why ?

like

Hi Fishes, I am a data scientist in EY with 5 years of experience and I am also serving notice period and my last working day is 20th July. Could you please refer me at your places? My major area of expertise is NLP and also Computer vision. I also have experience in making API using Django and Flask. Thanks in Advance!! Adobe Amazon Microsoft IBM Oracle Expedia, Inc. Google Walmart

like

Guys did you hear the big news???

likefunny

Hi all,
I onboarded to capgemini yesterday and today I completed email setup. However, I'm not able to access talent page from mobile/personal laptop. Can anyone help me?

like

Can anyone please tell me what is sapience buddy app? I observed it got installed automatically on my machine.

Hello Fishes,

I joined CG on 27th July, the first project require me to work on documentation not related to my tech(networking) this I said no and went on bench.
The second project/client they tagged asking me to wrok on FTP L1 Monitoring and t-shoot.
Again this is not relevant to my exp(6 years in Network).

How to get released from this? the upper line is not in touch with me not they responding with update

What options do i have, what if I abscond?

Will they give me exp letter?

Will Capgemini provide relocation expenses for 4 years experience people?

Overheard from another coworker that the person hired to be in charge of the entire campus had sexual harassment complaints made against them at their previous job, and apparently the reason one of our coworkers left is because he was making her feel uncomfortable. Thoughts?

like

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

like

I received letter of intent from vois. They are saying that offer letter will be provided at the time of joining. Is this true?

Anyone having 2-3yrs of experience recently joined Accenture as an application development senior analyst?

like

What funds do people have in their 401k plans? And how did y’all decide allocation? Can’t tell if I should be more aggressive given I’m in my 20s.

like

Please like so I can unlock DM's! Thank you! :)

likehelpful

Seeing Cooley do a 180 from fully remote to 3x a week in the office has me insanely grateful that I took a fully remote position while they were available.

I live an hour from my office and I actually go in quite a bit because I like my colleagues a lot, but everyone in my group is across the country so there’s no pressure and I can’t be forced. Thank the lord.

like

Additional Posts in Finance

Roommate and I were debating this: How many people here eat a square breakfast regularly?

like

What non-traditional roles have your former colleagues left for? Are they happy?

like

Differing views at firm...do you wipe existing amortization in acc/dil or is your intangible write up in addition to existing? I always believed the latter.

like

What's the last lie you told?

like

Best managerial practice to solve serious team conflicts?

like

How much do VPs make at your firm by department ?

like

Do I even want to become VP? MD? Not sure if I want to become a slave to banking.

like

This is my favorite emoji - 😒. Illustrates how I feel pretty accurately

like

Received an offer from JPM for a branch manager position, but afraid of getting the offer rescinded due to going through bankruptcy almost 3 years ago . I’m freaking out hoping this won’t be an automatic disqualification, has anyone been through this same experience and gotten hired in?

like

Do you have a plan of action if anyone on your team gets sick with covid19?

like

Happy 2017 everyone!! How's everyone feeling?

like

When people ask how I handle this job... HAHAHA, I don't.

like

Who here actually owns a car and what kind of car is it?

like

Are you guys as busy as you were pre-COVID? I'm at a no name and have had two transportation clients not want to sell anymore after the massive hit in March and April

like

Blackrock. Got a informal offer but no follow-up with a contract. Noted they are working on it, but does it really take this long or red flags? How much longer would you wait?

like

Trap, trap money Jamie
JP got me in my feelings
Gotta close deals wit it

like

Is this a good point?
When evaluating the IRR of a new project, the corporate tax rate falling from 35% to 20% really only helps by 1.5-2.5% points. Therefore, it won’t change inv decisions that much

like

How many of you already have life insurance and long term disability with a trusted provider? Is it worth getting?

like

First year analyst here... my manager often asks me to buy coffee for her and never pays me back. What should I do?

like

Transitioning from line of business familiarity (understanding financial statements) to... real(?) Finance (bonds and cap markets and other debt sales) any advice on books or resources to learn really from step 0?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
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

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal