CFP Board Candidate Open Forum

  • 1.  Passed Exam

    Posted 10-21-2021 10:07
    Good morning guys. I passed the July exam and I have no experience. I need 4,000 to 6,000 hours of experience is my understanding. Can anyone share their experience with me on how they were able to gain experience.

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    Del Bahtuoh
    Retirement Specialist
    Principal Financial Group
    Minneapolis MN
    763-267-3040
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  • 2.  RE: Passed Exam

    Posted 10-21-2021 16:49
    Do you work with clients in your current company - based on your signature I would think so?  If so, then that counts as experience.  

    Bob

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    Robert Edry, MBA, WMCP(R), CLTC(R)
    Prudential Advisors
    Bedford, NH 03110
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  • 3.  RE: Passed Exam

    Posted 10-22-2021 09:29
    Delawoe,

    It really depends on the opportunities your current firm can offer. 

    Here is a link that might help you determine what your next step needs to be:

    https://www.cfp.net/get-certified/certification-process/experience-requirement

    Hope this helps!

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    Ryan Kleiss, CFP®, ChFC®, CIMA®, CLU®, AAMS®, CRPC®, CRPS®
    Financial Advisor
    Edward Jones
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