@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.
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.
@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.
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.
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
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!
@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.
is it ok to major in economics undergrad? and then get my cfp??
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.
@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.
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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.
@eddiea6987
You need a bachelors degree so go to a 4 year university that has a CFP approved program!
you still need three years experience in addition to a 4 year degree from an accredited university before you can get your CFP credential.
interesting
sounds like someone’s trying to sell life insurance.
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.
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
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!
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?
this video is very true, everyone out there have to start working with professionals rather than sales people who try to sell you securities