Quote:
Originally Posted by scho63
You enjoy this and give pretty solid advice. Ever think of taking CPA classes and hanging up a shingle on the weekends as a CFP?  |
FWIW, CPA and CFP have virtually nothing to do with each other.
CPA = Certified Public Accountant
CFP = Certified Financial Planner
The similarities end with requiring certification and continuing education, the similarities pretty much end there.
Becoming a full on CFP would be a massive undertaking. Meaning He would have to take a ****load of courses, the exam, and work under a CFP for a really long time.
This would be a full on career change.
That being said, many "financial planners" aren't certified. Most ****nuts Series 5, 6, or 7 certifications so they can sell bullshit ass products for bullshit ass companies.
I don't know if there are any other certifications out there, but I wouldn't recommend going the full CFP route.
https://www.cfp.net/become-a-cfp-pro...n-requirements