Related Posts
I work in US Tax and had an experience of 3 year. Had got an offer of 14Lpa in another big4,but still don't feel like continuing in US Tax. As taxation is something I do feel like I don't want to make a career anymore, because of work life balance & also as it specialised. Please suggest other option worthy to make a career shift. You guidance will be extremely helpful. My highest qualification is M.com.
EY KPMG Deloitte PwC.
Is audit a dead end profession?
More Posts
Any ways to fake lta
Additional Posts in Financial Advisors
New to Fishbowl?
unlock all discussions on Fishbowl.



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 There is a bunch of outdated material in the web course but I went through it with the objective of just getting a general idea and then really studied the review course.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)
IAR 1, why did you get CHFC and CFP? Forgive my ignorance, I thought they were somewhat redundant?
The college for financial planning because it’s an easy transition into their Master’s Degree in Personal Financial Planning
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!
Why- excellent first time pass rate, access to online resources in addition to books, and the Masters option
I have been looking into this and have the same question.
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.
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.
If you are in NYC or close by, I highly recommend NYU Financial Planning Diploma.
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
Boston University. The exams are online at home and could take as many times as you want til happy with your score.
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-