Commonly I get asked what are the requirements to become a Certified Financial Planner™ professional and what I went through to achieve the designation.
Knowing that there are over 800,000 people that can be considered “financial advisors”, I knew that I had to differentiate myself.
But it wasn’t about being different, it was also about having a deeper understanding and appreciation of the financial planning process.
I knew that becoming a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) was the answer to enhance my career.
I found it fitting to not only share my experience, but to have a few other CFP® professionals chime in with their experience’s, too.
Here’s what it takes to become a CERTIFIED FINANCIAL PLANNER™ professional.