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Certified Financial Planner (CFP) Cert

1,016 Views | 2 Replies | Last: 1 yr ago by LoneStarAg17
LoneStarAg17
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AG
Howdy Ags,

I have an opportunity to transition into another role in about two years time if I can get my CFP and I am seriously considering it. My background is engineering, so to my knowledge I cannot do the accelerated path and will have to take all of the required coursework, tests, and then gain experience before actual certification is issued.

I'd like to get in touch with any Ags that have gone through this process recently for advice / notes from their experience on how difficult / how long it took them. From what I can find online, part time course work will take between 10-18 months, then I'll have to study and pass a test, plus accumulate 3 years relevant work experience. Once I get through the classes, I can transition roles and start building that work history.

I'll have to take online classes on nights and weekends in order to pursue this. Which brings in another question, of which program to choose. A&M has an accredited program for the CFP, but it is in the Agricultural Economics school, which is interesting... Starting to request information from other programs now with the expectation to enroll in the Spring or Summer of next year.

Thanks and Gig 'Em!
crane
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A&Ms program is good, started it during undergrad and finished it at first job. That being said, there is a guy named Brett Danko, he is the effing best! He has a condensed program that can get it done sooner than 18months and his live review for the CFP exam is second to none. The caveat, he's a little pricy but 100% worth it. That being said op if you choose to do a&m'a program or another you still need to do an exam live review and Brett and his team are the best
LoneStarAg17
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AG
Thanks for the reply Crane. Looked into Danko, and I won't be able to do the in-person classwork, but I'll definitely consider him for the exam prep.

In between A&M or using Dalton through one of their affiliate universities.. Not sure if "name recognition" is worth anything with these certs, but they offer courses through Northwestern, & Wake that I'd imagine would help diversify me some..
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