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Getting the CFP Experience Hours Before Your Career Transition

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Manage episode 305129757 series 2948641
Content provided by Daniel Kopp and Forrest Baumhover. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and Forrest Baumhover or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

There are 2 ways for candidates to fulfill the experience requirement for CFP® certification: the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway. You can earn qualifying experience in a number of ways, from engaging with clients directly to supporting the financial planning process to teaching financial planning-related courses. Daniel and Forrest share their experience and recommendations for you to advance your career experience and how you might be able to accumulate many of these hours before your military separation.

  continue reading

54 episoade

Artwork
iconDistribuie
 
Manage episode 305129757 series 2948641
Content provided by Daniel Kopp and Forrest Baumhover. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and Forrest Baumhover or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

There are 2 ways for candidates to fulfill the experience requirement for CFP® certification: the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway. You can earn qualifying experience in a number of ways, from engaging with clients directly to supporting the financial planning process to teaching financial planning-related courses. Daniel and Forrest share their experience and recommendations for you to advance your career experience and how you might be able to accumulate many of these hours before your military separation.

  continue reading

54 episoade

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