Category Archives: Becoming a Certified Financial Planner

It’s Done: I’ve completed the CFP Program

I got some great news.  I’m pleased to announce that I’ve finally completed my CFP program.  It was a hard long journey but I got through it.  This couldn’t have happened at a more perfect time being that I’ve been laid off for almost a month.

What’s next?

I plan to sit for the CFP exam in November so I’ve got about four good months to prepare. The exam is very difficult and will last approximately two days. As a result, I’ll be starting a 14 week intensive review, the first week of August, which will require me to put in about 4 hours a day of study time in order to pass this test on the first try.  It’s an uphill battle but I’m up for the challenge. 🙂

Future Plans

After I pass my CFP exam I’ll need to get at least 2-3 years of experience under my belt before I will be able to officially use those coveted three little letters behind my name.  As a result, my plans are to start a tax and retirement planning practice, in January 2013, as well as start my non-profit AAMFL (American Association of Minorities for Financial Literacy).  So I’ve got a lot riding on passing the CFP exam in November.  I’m excited about branching out and creating my own future.  It’s something I’ve always aspired to do but was a little apprehensive to do before now.  Losing my job was truly a wake-up call for me.  It’s a feeling I’d rather not experience again.

I’ll leave you with this quote by Moliere: “INNOVATION….The best way to predict the future is to create it.”

What accomplishments have you made lately?