Blog

CFP Board Changes Experience Requirement

By Michael Sorrow

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)…

Read More

Top Cities for Finance Jobs

By Dan Madden, CFP®

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…

Read More

Job Outlook for CFP Professionals

By Michael Sorrow

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.…

Read More

Benefits of Accelerated Online CFP Programs

By Dan Madden, CFP®

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…

Read More

How to Meet the CFP Experience Requirement

By Michael Sorrow

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?”…

Read More

What Does a CFP® Certificant Do?

By Dan Madden, CFP®

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…

Read More

Does the CFP® Certification Help my Earnings Potential as a Financial Advisor?

By Michael Sorrow

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…

Read More

Do Financial Planning Programs Prepare You for What You Encounter on the Job?

By Michael Sorrow

One of the benefits of serving the CFP marketplace as an educational provider is the privilege we have to connect with so many individuals of various backgrounds.  Whether they have been serving clients within the wealth management industry for many years, whether they are considering a change of career, or those only looking to better their knowledge of the financial…

Read More

What Changes Did the CFP Board Make to Exam Retake Limits?

By Dan Madden, CFP®

In an effort to help our CFP educational program students and prospective students maintain awareness surrounding CFP Board updates and changes, we will periodically provide important news and resource updates. Most recently, the CFP Board has announced that they are changing their policy on the number of times you can attempt to take the CFP…

Read More