Well, I plan to go for the exemption. I hope to get part of one, at least. I was in the financial services business for my entire career. I think my qualifications are about as good as it gets, and I have already outlined my bullit points to have that discussion. My sense is that the CFP Board is very good at vetting people and their qualifications. Easy for me to say, but I would not worry about it. The ability to figure out what your client is asking, analyzing the situation, using the appropriate data points, reaching a conclusions, and expressing it in a way that is non threatening , direct, short and easy to understand is key. A data dump doesn't work....I think the course sponsors and the CFP folks will have many suggestions as to what the best approach is.
Good luck.
Joe Achenbaum
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Joe Achenbaum
Chairman
Wynston Advisors
Rehoboth Beach, DE
203.610.3003
joe.achenbaum@gmail.comwww.wynstonadvisors.com------------------------------
Original Message:
Sent: 10-21-2017 10:52
From: Sophia Bera
Subject: Trouble meeting the experience requirement?
There are 60,000 people on the path to becoming CFPs and I'm wondering if anyone is having trouble meeting the 4,000 or 6,000 hours of experience needed to become a CFP? To me, this seems extremely difficult to attain if you are working part-time.
I'm wondering a few things:
- How many of you have completed the coursework and decided not to sit for the exam because of the daunting experience requirement?
- How many have passed the coursework and exam but are having trouble getting the hours of experience needed to be certified?
- Has anyone submitted a "policy exception request"? What was your experience going through this process and what were the results?
Thanks!
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Sophia Bera
Founder of Gen Y Planning
Gen Y Planning LLC
Austin TX
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