After over three years of hard work, I can finally call myself a CERTIFIED FINANCIAL PLANNER® certificant.
Being able to use the CFP® marks, is one of the greatest accomplishments I have had in my short career.
The process wasn’t easy. I had to pass six advanced courses in financial planning, insurance, investments, estate planning, taxes, and retirement planning. I had to pass a two-day test, that covered all subjects. Finally, I had to have three years of qualified work experience.
As you can imagine, getting the email from the CFP® board that I’m a financial planner was very rewarding.
So what now?
I’m working on a way to offer virtual financial consulting on a fee-only basis to readers of Gen Y Wealth. There is another test to pass. Plus, a lot of legal stuff I need to cover, but expect to hear more on this in early 2011.
Anyways, enough about me. Let’s get onto to the weekend reading:
Good Reads
- The Carnival of Personal Finance at Mighty Bargain Hunter
- Put Up Passive Barriers at The Simple Dollar
- Does Your Spending Match Your Values at Get Rich Slowly
- Love Your Colleagues 30 Minutes a Week at Financial Samurai
- Your College Major May Not Be As Important As You Think at NY TIMES
{ 9 comments… read them below or add one }
Big congrats on becoming a CFP! That’s huge!
Thanks Sam. Really appreciate it.
Congratulations! I can’t wait to learn from your expertise.
Congrats on getting your certification!
Congratulations on your certification, but remember that a certification means nothing if your deeds don’t back it up.
I really think that you are on a track to create change in the financial sector, even if it starts on a very small level. We need more people who are concerned and help their clients achieve financial success instead of just increasing their own coffers.
I have an office in Chicago and would love to have you speak to my employees sometime.
Congrats, I know the hard work it takes as the CPA exam process is just as strenuous. I’ve thought about either the CFP or PFS credential as well, but the work experience would be my stumbling block.
@Kevin M – Thanks! I’m not sure what exactly you do as a CPA, but some of your CPA experience can count towards the work experience. My background was in insurance, and the CPA board approved my work experience.
@Patrick – Sounds great! Just let me know when.
Congrats!
That’s great! If you ever have the time, please think about detailing your process towards becoming a CFP on this blog. I know a lot of people would benefit from your advice.