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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Anyone here taken the CFP?

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Best CFP continuing education providers? Not looking to just get the credits done, but something in depth to relearn things I️ may have forgotten.

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Any one use Kaplan to prep for the CFP? I used it for series 7 and 66 and it worked. Just curious if anyone has used it.

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Recently got my CFP and wanted to push more in the planning direction. Kind of young for seminars so I thought maybe do more door knocking. What do you think about no soliciting signs though?

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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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Starting the CFP in January... gonna use a scheduled, 11 month program through dalton. Any advice?

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Anyone have success charging an hourly fee for financial planning? Considering making a jump into it, have cfp designation, but am mostly commission at the moment. Won’t be a total switch.

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6 week cram sesh for CFP. Any recommendations?

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I am planning to do CFP. What are the opportunities I'll get after completing CFP?

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I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.

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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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*** CFP Prep Materials *** Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

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According to new rules, if you have a CFP you have to give up your 7.. Correct?

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I am a CFP(tm) and a 20 year veteran looking to educate and acquire businesses from owners in GA (or the southeast) who want to sell or are looking to get educated on the succession planning process.

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Anyone have CFP Prep books they don’t not need anymore?

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My paraplanner is wanting to get started with his CFP. It's been a while since anyone in my office has needed to go through a program. Looking for advice, what path should I suggest; Kaplan, Bryant University, Boston CFP, something else I don't know about? Looking for your ideas on what might be best to use as an educational source for the CFP these days?!? Thank you.

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The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL

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has anyone here who is CPA sat for the CFP exam as a challenge candidate? would it be beneficial / make me more marketable if I have a CPA license and have passed the CFP exam? What are job ops like?

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Any 🐠 have a CFP? Was it worth the time investment? Trying to decide whether to pursue CPA or CFP for long-term market competitiveness. (Not looking to dedicate several years for CFA.)

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Anyone recently take the March CFP exam? If so, how are you feeling, especially having to wait a month before getting the results?

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Some call it quitting on your team, U.S. Gymnastics are calling it mental health issues. I'm calling it something more specific related to sports psychology: the yips. It's bad athletic performance having the yips, but when continuing can turn you into the next Elena Mukhina, backing out is the right call. Alternate history: Simone continues on, manages not to break her neck, but absolutely s**ts the bed and is criticized for taking the US off the podium when knew she wasn't on her game.

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