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

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I started at American college and shifted to Bryant. Am college has a great course which also costs a lot more than Bryant. I switched because I wanted to just bang it out and finish. I was able to do my last 3 classes and the capstone in 2 months they Bryant. There is a bunch of outdated material in the web course but I went through it with the objective of just getting a general idea and then really studied the review course. My advice would be take the cheapest quickest course and get it done, and then take a quality review and study like mad ( zahn dalton etc)

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IAR 1, why did you get CHFC and CFP? Forgive my ignorance, I thought they were somewhat redundant?

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The college for financial planning because it’s an easy transition into their Master’s Degree in Personal Financial Planning

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Edward Jones 1 I’m taking the CFP test next month. After I finish I only need 4 additional classes to finish my masters. Courses are cheap and I like the idea of having a masters in such a concentrated area. I will absolutely be pursing it!

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Why- excellent first time pass rate, access to online resources in addition to books, and the Masters option

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I have been looking into this and have the same question.

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Kaplan - live on line classes in the evening after kids were asleep - great instructors - great format - i has been in the industry a while so I did an accelerated 9 month program - it was grueling but well worth the effort. My BD had a discount with Kaplan and my employer (bank) reimbursed the cost when I passed exam.

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EJ 1. For the most part, you are correct. They are somewhat redundant. The ChFC required more courses (I think 10 in all) so I took several elective courses that were geared toward using insurance in business succession/buy-sell planning. I would say, generally speaking, the ChFC is the CFP course with a deeper dive into insurance solutions. I was with Mutual of New York at the beginning of my career, so it made sense at the time. In hindsight, I would have done the CFP and then either the CFA or CIMA.

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If you are in NYC or close by, I highly recommend NYU Financial Planning Diploma.

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There are 80.000 CFPs out there. And there is no line at the door even if it says CFP. I would rather learn and develop the skill fewer people use and know

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Boston University. The exams are online at home and could take as many times as you want til happy with your score.

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Bryant Univ - online and great stuyding

Northwestern University - cost. The school doesn’t matter at all

The American College. Because I also wanted the ChFC, and all of my CFP courses counted toward the ChFC

Kaplan. But my bank had a deal with that is the main reason I chose them. Online courses were nice. Also did the live crash course a few weeks before exam. That was extremely helpful

Berkshire, did you take the Masters? If so, is it worth it?

College for Financial Planning-

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