CFP

Last week, I got the good news that I passed my CFP ( CERTIFIED FINANCIAL PLANNER) exam. The journey to acheive this took me two years, I began my studies in the beginning of 2007. This certification requires that you pass 6 modules before you can sit for the comprehensive test that ultimately gives you the CFP title. The modules include Principals of Financial Planning, Insurance, Income Tax, Retirement Planning, Investment Planning and Estate. Each module consists of about 10 books of information. Soo with working 50-60 hours a week and everyday life, it can take some time to get through it all.
In the fall of 2008, I discovered the Ken Zahn program which was very helpful at getting me prepared for the final. You can visit his website at www.kenzahn.com. I highly recommend his program if you are looking to get this certification in a decent amount of time.
So, once the CFP board confirms that I am a college grad and have 3 years of work history, I can start using the designation, and I can't be more excited! I'm hoping it will help my practice aquire more high value clients- as most smart investors look for an advisor that is a CFP.
I was also happy to discover that only 26% of CFP's are female, and 3% are in the age range of 20-29! You can read more about the CFP designation at www.cfp.net.