I recently graduated with a bachelors in finance, and have recently got hired (5 months ago) as a financial analyst. Realistically I do FP&A for a company. I have realized I am not a huge fan of doing non stop spreadsheet all day. Am thinking I’d enjoy my career more by becoming a financial planner and getting my CFP certification. Maybe in the future opening up my own firm. Any advice on what career move to make next in order to accomplish this? CFP requires 3 years of relative experience.

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

Also let me mention that’s FP&A doesn’t count as “relative experience”

Well it's great you're realizing this early on. You have quite a bit of spreadsheets in your future so if you do want to make a jump and you're fresh out of college - do it. Now is the best time before there are more variables in your life!

Any ideas as to what specific job title? In order to start building the experience requirements for the CFP

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