Misc. CFP

We All Learn Differently

by Dan Madden, CFP® on May 15, 2012 · 0 comments

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Styles of Learning: In our normal conversations with both prospective students and current students, it is abundantly clear that we all learn in different ways.  That was brought very clearly to my attention in two phone calls I had one afternoon.  The first student, whom we will call Eric, was interested in enrolling in a [...]

Top Cities for Finance Jobs

by Dan Madden, CFP® on April 19, 2012 · 0 comments

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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 [...]

Job Outlook for CFP Professionals

by Michael Sorrow on April 9, 2012 · 0 comments

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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. [...]

How to Meet the CFP Experience Requirement

by Michael Sorrow on March 23, 2012 · 0 comments

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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 [...]

What Does a CFP® Certificant Do?

by Dan Madden, CFP® on March 8, 2012 · 0 comments

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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 [...]

Post image for Does the CFP license help my earnings potential as a Financial Advisor?

A common question asked by both students enrolled in our CFP 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 the [...]

Report from the CFP Board Annual Conference

by Dan Madden, CFP® on November 10, 2011 · 0 comments

CFP Report

The CFP Board hosted its annual conference last week for directors of CFP registered education programs. Here are some of the highlights: The CFP Board is currently promoting a public awareness campaign to educate the public about the value of utilizing certified financial planner professionals. To view their latest TV Ad spot, click the following [...]

CFP Board Changes Education Component

by Dan Madden, CFP® on November 3, 2011 · 0 comments

CFP Education Change

Financial Plan Development Course The CFP Board is adding a new component to the educational component of CFP® Certification. Beginning in 2012, the new Financial Plan Development course will become required of all educational providers. The purpose of the new course, as stated by the CFP Board, is “… to require the financial planning student [...]