Blog
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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Do Financial Planning Programs Prepare You for What You Encounter on the Job?
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…
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What Changes Did the CFP Board Make to Exam Retake Limits?
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…
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How Has the CFP Board Changed the Education Reporting Process?
The Certified Financial Planner Board of Standards has updated the way student completion of educational programs, such as ours, are reported. Previously, when students would complete their CFP® Certification Education, the process for reporting that completion would be as follows: Students receive a letter of completion from their educational provider Students send the letter of completion to the…
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Greene Consulting CFP® Certification Education Has Gone Mobile!
Greene Consulting, along with our university partners, is proud to announce that our Certified Financial Planner Program has gone fully mobile! Our partners include: North Carolina State University (NCSU) University of Georgia | Terry College of Business (UGA) University of Texas San Antonio (UTSA) We have just launched the availability of our entire online CFP program on Tablet…
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The Financial Plan Development Course Now a Requirement of All CFP Educational Programs
Happy New Year! We hope you are off to a great start in 2012! As you may know, 2012 is a year of changes for CFP Educational Programs. This online financial planner program is no different. Over the recent months, the consortium of university partners working closely with the wealth management industry leader, Greene Consulting,…
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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…
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