Posts by Michael Sorrow
Study for Your CFP on the iPad, iPhone or Tablet Device
Have you ever been in a public setting and noticed how many individuals are looking at their mobile device? Try this some time and you will be amazed at how our society is increasingly looking for “information on the go.” Times have changed from the days of in-class CFP® Certification Education programs being the only…
Read MorePart 3: How Do the New CFP Certification Education Requirements Impact CFP Board Exam Challengers?
How Do the New CFP® Certification Education Requirements Impact Exam Challengers? Before answering the question, let’s first address what is an “exam challenger”? Most people who hold the CFP® Certification have gone through the process of enrolling in and completing an educational program at an approved institution. However, if you meet certain requirements, such as holding…
Read MorePart 2: What do Financial Advisors and Career Changers Need to Know About the CFP Board 2012 Requirement Changes?
With our firm working with some of the largest Financial Services firms in the industry, we have fielded many questions concerning the January 1, 2012 CFP Board requirement change. Both Advisors and individuals entertaining Financial Planning as a career change have a desire to be better informed when considering how this requirement change will affect…
Read MoreImpacts of the 2012 CFP Board Certification Requirements Part 1: The CFP Board Exam
As a precursor to the January 1, 2012, deadline for the new CFP® Certification Requirements, we will be taking a closer look at what you need to evaluate in regards to how these requirement modifications may affect you. Join us over the next few weeks as we examine: How the 2012 Certification Requirements Impact the CFP…
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