Best, easiest way, to get your CFP

[LostDollar]

My wife got it years ago just doing self study and then taking the test. You have to work for two years under another CFP if I remember correctly. Which she already did.
She complains about the fees every year. Doesn’t really use any of her credentials. She took them off her business cards years ago. She has the CLU, ChFC, CFP, MBA, CPA but all she puts on her card is Insurance Agent.
The funny part is she still hits me with a million questions a day. And I barely graduated high school.
Those credentials will impress some people. But all they really mean in the real world is that you are a good test taker.

Given posts you have made in the past relating to life insurance, there must be a story about why she bothered with a CLU credential!

 

[Newby]

Given posts you have made in the past relating to life insurance, there must be a story about why she bothered with a CLU credential!

You’re wanting me to explain why women do what they do?

I’m not going to try to tackle that one.

 

[siselyfed]

Saw your question and figured I'd share something I went through myself. I know your friend is focused on the CFP, but adding the PMP training could be a good move too if he handles a lot of projects. I went for my PMP through an official PMI certification training, and it was pretty straightforward. It taught me solid project management skills that work in all sorts of fields, even finance.

 

[DHK]

The PMP and PMBOK can be helpful for practice management, but not necessarily for obtaining knowledge on advising clients.

Project Management Body of Knowledge - Wikipedia

en.wikipedia.org