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?!

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Bad idea
Banks and life insurance companies provide those services for free to sell their product. In this environment, stay put and grow your network and base of skills.
You’re welcome.

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@Crowe - care to expound on your comment?

Interested as well

I’ve looked into the certification and you have to have gone to a certain school and have a certain major. Super tough restrictions on educational requirements.

I think having a CPA meets the education requirements. I read that somewhere

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F

Lol means I’m following because I’m also interested to hear the answer

Do it if you want to be poor for the next five years!!!!!

Thanks for the response. Do you say this because it takes a few years to build a base of clients?
One of my main interests in CFP would be the opportunity to help individuals and small businesses. I believe this would be more fulfilling that tax for big corps. Has this been your experience? Even if it requires a few years of financial sacrifice up front...

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