"Certified Financial Planner" credential?

Discussion in 'General Distance Learning Discussions' started by fortiterinre, Aug 15, 2006.

  1. fortiterinre

    fortiterinre New Member

    Does anyone have any opinions on or experience with the "Certified Financial Planner" credential? When I was fresh out of college I was interested in this, and now a decade later I know that there are DL versions of the education requirement. Any CFP's here?
  2. eric.brown

    eric.brown New Member

    I have a few friends who are financial planners and all have opted for the CFP designation. The coursework is available via DL, but you have to have 3 to 5 years of experience before taking the test.

    A few DL programs for the CFP program:

    Metro Community College:

    College for Financial Planning
  3. fortiterinre

    fortiterinre New Member

    Thanks Eric--do you recommend any entry-level credential in the finance area? Not in terms of employability but simply in terms of certifying knowledge and basic skills. I looking at a project about counseling for debt management, so I am hoping to find a credential that social workers and therapists could obtain.
  4. geoffs

    geoffs Member

    I have a bigger question for you, do you want to be advisor or something more? In Canada the CFP was a secondary designation for a while (ie an accountant, cfa, etc) could just write the test and get the initials. Now many are solely CFPs, given the number of people now forced to fend for their own pensions/retirement.

    If its just the CFP, where I am it was just 5-6 college courses and an exam but that was some time ago.

    Good luck

  5. fortiterinre

    fortiterinre New Member

    I read on the cfp.net site that as of next year the CFP credential in the US will only be open to those holding a bachelor's degree. PhDs, JDs, and CPAs can take the exam without doing the coursework.
  6. futuremillionaire

    futuremillionaire New Member

    I will be starting my MBA in Personal Financial Planning in October with City University ( http://www.cityu.edu/oth_mba_pfp.htm ) You might also try PMing Dr. Blahetka. His member name is Blahetka. He was a good source of info when I was making my decision to pursue a CFP(r). He also has a website http://www.blahetka.com
    Last edited by a moderator: Aug 15, 2006
  7. eric.brown

    eric.brown New Member

    I'll ask around about credentials for debt management, but I don't know of any....the College for Financial Planning has a few different programs for different credentials. Check them out for more info.
  8. pugbelly

    pugbelly New Member

    I would be interested in a course/certificate program for debt management as well. It would be great to take something along those lines and assist people with financial difficulties, perhaps in a church.

  9. TCord1964

    TCord1964 New Member

    Kansas State University offers an online Personal Financial Planning Certificate. The certificate qualifies one to sit for the CFP certification examination. Kaplan University offers a similar program, and PCDI offers a "Professional Financial Planning Specialist" program, but does not qualify one to sit for the CFP exam.
  10. fortiterinre

    fortiterinre New Member

    Thanks TCord--but does the K State program allow one to sit for the CFP exam without the work experience requirement? On the CFP site it didn't seem like there was an "or" between education and experience, but I will look into the K State program.
  11. eric.brown

    eric.brown New Member

    Everything that I have read has mentioned that in order to sit for the CFP, you must have "x" # of years of experience (not sure if it is 3 years or 5 years).
  12. Amigo

    Amigo New Member

    'Fortiterinre' I'm sorry but where in the world did you get that name from? :D

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