What a Certified Financial Planner is and why choose to work with one
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Certified Financial Planner
#1 by Rockynurse on July 3rd, 2010
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@eddiea6987
You need a bachelors degree so go to a 4 year university that has a CFP approved program!
#2 by s54gasm on July 3rd, 2010
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you still need three years experience in addition to a 4 year degree from an accredited university before you can get your CFP credential.
#3 by jaraandrobin on July 3rd, 2010
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interesting
#4 by nguypat07 on July 3rd, 2010
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sounds like someone’s trying to sell life insurance.
#5 by jwchapman15 on July 3rd, 2010
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Certain universities have CFP board-registered curriculum programs that prepare you to sit for the CFP designation upon graduation…if you don’t graduate from a program such as this, you are required to have about 3 years experience before obtaining the CFP. I personally did this through Virginia Tech’s financial management program.
#6 by williejukebox on July 3rd, 2010
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If you would like to get started prior to completing your cfp i suggest you check out the book entitled “Getting started as a financial planner” by Jeffrey H. Rattiner
#7 by braidfoot on July 3rd, 2010
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The best thing to do is to go to the CFP(R)website…(This comment section won’t allow me to put the website for some reason-do a search or google and it should take you there) It should give a listing of schools that provide the coursework to sit for the designation. Regardless, get the school work done and focus on getting the designation. Good Luck!
#8 by eddiea6987 on July 3rd, 2010
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I want to be a financial planner.. i just dont know where to start. Should i goto a university or will a 2 year college do?
#9 by ganieva on July 3rd, 2010
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this video is very true, everyone out there have to start working with professionals rather than sales people who try to sell you securities