Blog
CFP Board Changes Bankruptcy Rules
With the difficult economic situation the last few years, bankruptcy filings for CFP professionals have been on the rise. Historically, the CFP Board has had strict guidelines limiting anyone who has filed bankruptcy from getting the CFP certification. However, effective July 1, 2012, the CFP Board is implementing a new bankruptcy rule applicable to all…
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We All Learn Differently
Styles of Learning: Online vs. In-class Visual vs. Auditory Self-paced vs. Scheduled In our normal conversations with both prospective students and current students, it is abundantly clear that we all learn in different ways. That was brought very clearly to my attention in two phone calls I had one afternoon. The first student, whom we…
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CFP Board Changes Experience Requirement
The CFP Board has recently altered a key component to CFP certification – the experience requirement. Previously, those seeking CFP certification were required to gain three (3) years of relevant financial planning experience prior to the CFP Board of Standards issuing the CFP marks. On September 1, 2012, the Board will now recognize two (2)…
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Top Cities for Finance Jobs
Even in this difficult market, the demand for qualified financial professionals doesn’t change. Both the consumer and firm are continually seeking individuals who can bring proven knowledge and application – the kind found in the CFP® Certification. And if you happen to be living in or near any of the 10 cities listed in a recent…
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Job Outlook for CFP Professionals
The CFP certification continues to gain ground as a standard in the financial services industry for not only those already in the financial services business, but career changers as well. Within the past week, the U.S. Department of Labor and Statistics updated their Occupational Outlook Handbook noting an extremely positive job outlook for Financial Planners.…
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Benefits of Accelerated Online CFP Programs
With any new endeavor, there is always the question of whether or not you’re qualified. It’s no different when beginning the CFP® Certification process. For all of the career changers, or even those who only have experience in one of the major areas, there’s a concern that you’ll need some kind of base of knowledge regarding…
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How to Meet the CFP Experience Requirement
In order to earn CFP® certification, a person must have a bachelor’s degree, pass an accredited CFP educational program, pass the national CFP Board exam, and meet the 3-year work experience requirement. For a person not currently working in the financial services industry, a common question is, “How does one go about getting the proper experience?”…
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What Does a CFP® Certificant Do?
One of the great benefits of the CFP® Certification is the number of doors it opens in terms of a career path. While the traditional financial planner is what most people associate with a CFP® Certificant, there are many jobs in the financial services industry you’ll see certificants working in. Below we’ve listed a few…
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Does the CFP® Certification Help my Earnings Potential as a Financial Advisor?
A common question asked by both students enrolled in our CFP® certification educational program and those considering the CFP® certification relate to the earnings potential of Financial Advisors. A recent article in the Registered Rep discusses the earnings upside of nearly 30% for Financial Advisors obtaining the CFP® certification. With evidence of increased earnings for…
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