It is only this past November that I took and passed the CFP exam. Already I have forgotten many details, percentages, rules, laws, amounts, etc., or they have changed with a new calendar year and may change each year
3 Comments - It is filled with case studies, law changes, and the CFP areas of study broken down by topic...For an additional fee (I think another $100) you can take a 100 question exam which gets you 10 hours of CE with a score of 70% or better...
To all, The CFP work experience accepts two years of being an apprentice under a certified financial planner as acceptable work experience
4 Comments - A CFP candidate was referred to me by a client
Conference dial-in number: (209) 647-1600 Participant access code: 383817 On our first call, here will be our agenda: Welcome/Introductions: 10 minutes Setting Structure and Logistics for Future Calls: 20 minutes CFP Members Topics and Goals - Brainstorming: 30 minutes Adjourn: 1 minute
12-09-2011 | 15:00 - 16:00 ET
I am a fee-only financial planner and I was recently speaking with a friend in the U.S. whose mother lives in France. He thought it could be beneficial to introduce her to someone and see if a financial plan could be developed for her. It sounds like she is working with a more traditional...
1 Comment - Hi Peter, there is a CFP licensing body in France
For generations, immigrants to the U.S. have undergone a medical exam. For most, the exam has been an uneventful step in the long road to a green card. That medical exam is much more interesting now. The current CIS medical exam form (I-693) solicits information about prior drug use ( Civil Surgeon Worksheet, Section 3 ). The physician instructions that accompany the form discuss the circumstances under which drug abuse or addiction would be a medical ground for inadmissibility (denial of a green card application). What the medical exam form instructions do not explain is that there is also a criminal ground for inadmissibility based on simple possession
When those didn’t give me what I was looking for, I earned my credentials as a CFP® and became an FPA member...The FPA Problem and Solution CFPs® are at the pinnacle of the financial services industry
I am a newly credentialed CFP® After the arduous process of completing all the required study, experience and ethics requirements...As I searched the metroplex and sought out my fellow CFP colleagues, I noticed a pattern
8 Comments - Do you know I am the only female CFP(r) with a community firm within 20 miles?
In this Knowledge Circle, Caleb will provide a demonstration of this innovative tool that can help advisors calculate future cost for special needs families and clients. Caleb is a CFP Practitioner with more than a decade of experience in special needs planning and one of the creators of the Speical Needs Map software
05-08-2024 | 12:30 - 13:30 ET
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