Retired from Wall Street; mountain climber, RIA, and real estate investor

I looked into financial planning as a second career. A couple of the universities in the area where I was living at the time had courses which tracked the CFP curriculum (which you can also do outside the classroom as a correspondence course.) I thought it would be interesting to take the courses and then, perhaps, go into the field as a fee-only planner. When I looked further into it I found that once you complete the curriculum and pass the tests, you need to have 3 years of real experience before you are officially a CFP. Looking at what I would need to do during those 3 years (work a lot of evenings, build a clientele, etc., etc.) I decided it wasn't worth it to me.

Yeah, 3 years of work and keeping your CE up to date is no easy feat........:)
 
Back
Top Bottom