Certified Financial Planner

What a Certified Financial Planner is and why choose to work with one
Video Rating: 3 / 5

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15 Responses to Certified Financial Planner

  1. chrishardyatl says:

    @rcdrury1 If they don’t have a CFP(r), they don’t have a commitment to their industry or their clients. They are simply a sales person selling products.

  2. lomeloft says:

    is it ok to major in economics undergrad? and then get my cfp??

  3. ashchandak says:

    If you need help in Financial planning you can call to free helpline at +91-9341720098. Genuine help, no selling of any product, you need to directly contact your bank/broker. Not a agent of any company. Just a free service for financial suggestion. Well qualified and certified experienced help. Leave a message if number is busy so time is given to you for callback. For India region ONLY. Thanks, Ashish. +91-9341720098.

  4. rcdrury1 says:

    @airana79 Absolutely correct; however, it is important to note that many of the very best financial planners and advisors do not possess the CFP designation. In fact, many have no designations at all.

  5. seritavanscyocmnh says:

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  6. airana79 says:

    it’s easy to entrust your finances to someone who pretend to be a financial planner so it’s crucial to find one who is trusted.

  7. Rockynurse says:

    @eddiea6987

    You need a bachelors degree so go to a 4 year university that has a CFP approved program!

  8. s54gasm says:

    you still need three years experience in addition to a 4 year degree from an accredited university before you can get your CFP credential.

  9. jaraandrobin says:

    interesting

  10. nguypat07 says:

    sounds like someone’s trying to sell life insurance.

  11. jwchapman15 says:

    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.

  12. williejukebox says:

    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

  13. braidfoot says:

    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!

  14. eddiea6987 says:

    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?

  15. ganieva says:

    this video is very true, everyone out there have to start working with professionals rather than sales people who try to sell you securities




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