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New CPA in our building and asks are you a CFP? I say no and she says "Oh I was jw cuz I have people ask if I know a good planner." We agreed to talk but I need a way to deflect the "non-CFP" thing

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I just tell people that the main thing a CFP is good for is hourly planning. Outside of that, it is marketing and doesn’t automatically mean competence.

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CFP is for estate planning and in-depth tax discussions. Outside of that, if you’re a competent Advisor - the clients he refers you to likely don’t need a CFP. There are good CFP’s and bad CFP’s, just like there are good/bad Advisors. Take the CPA aside and show him/her your process with your clients.

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Ask them if they think a CFP is comparable to the CPA? Do they think a test that can easily be studied and passed in 30-60 days all online is comparable to a CPA? Is a designation controlled by every states board equivalent to 12 people at the college of financial planning board? If they answer yes to all of those, walk away, you don’t want those referrals.

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Why not get one? It seems like that's the trend. I know everyone in my office is studying

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Yeah, you can navigate this. Stand tall and tell your clients what you think it's good for

Yeah, the CFP isn’t just good for hourly planning. And although it doesn’t mean you’re competent, it is the standard designation for the industry in which you want to work and be taken seriously, so why not get it?

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CFP CE. Are there any online options that don’t require a test at the end?

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I'm interested in hearing from those that hold the designation:After achieving the CFP did you/how did you announce it to your clients?

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Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

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Is the cfp as hard as people says it is?

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The first CFP is a bunch of bull crap! Georgia over Alabama. All of the Big Ten getting shafted. WHAT GIVES??!!

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Does Kaplan's MS in Financial Planning prepare you to sit for the CFP?

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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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