I’ve been hoping Zee would build this! I’ve used their planner for all 3 CFA levels and starting CFP now, so this is perfect timing! Claire Thorne, CFA charterholder and CFP candidate “My first stop (after exam registration) was reading articles on your website and downloading the planner.” Lydia Reeves: used planner for all CFA …
Deciding to become a Certified Financial Planner (CFP) is a significant step towards a rewarding career in finance. But with numerous educational pathways, navigating these options can be overwhelming, especially when your time is actually best used for exam preparation. So, how does one choose from a list of the best CFP courses that works …
If I knew about financial planning as a potential career path years ago whilst at university, I probably would have chosen to become a Certified Financial Planner (CFP) instead of a short lived, unsustainable career in investment banking. Why? It’s because to me, a CFP career is highly flexible, combined with a good mix of …
When it comes to building a successful career in financial planning, choosing the right certification can play a crucial role in shaping your future. The ChFC (Chartered Financial Consultant) and CFP (Certified Financial Planner) are two of the most respected credentials in the financial planning industry, each offering a distinct approach to financial planning. But …
For those pursuing a career in financial planning, earning the CFP designation can open doors to lucrative opportunities, enhance career prospects, and offer competitive salaries in a growing industry. In this comprehensive CFP salary guide, we will cover: Check out our comprehensive guide below. Overview of CFP salaries in the US The Certified Financial Planner …
Aside from career progression and salary information, one of the main considerations for potential CFP candidates to embark on the qualification is the CFP pass rates. It is a common question we get asked when our readers compare between CFP vs CFA. CFP exam difficulty matters in the overall decision making too. An exam that …
​Here’s a no-nonsense guide on all the realistic CFP exam fees you will need to budget for. First, we will look at the average total cost of preparing for the Certified Financial Planner qualification (and the relevant assumptions). Then, we will delve into the details of the 6 individual components of these costs, before finally …
If you’re considering a flexible, intellectually stimulating finance career with high job satisfaction, financial planning is definitely within the top 5, in our opinion. And one of the more prominent, internationally recognized qualification within this field is the Certified Financial Planner (CFP) designation. If you’re considering the CFP exams, this guide covers exactly what you’ll …
Financial planners help individuals to reach their long term financial goals. From planning for retirement, to offering the structure and strategy needed to enable clients to make the most of their finances, financial planners advise on a range of issues including tax, investments, budgets and inheritance. Combining expertise with a client-first approach, financial planners provide …
New to CFP exams, or simply need the latest key CFP exam dates? Here’s a neat summary of all the upcoming CFP test dates in the US, so that you can register early to get lower registration fees. We have included a handy frequently asked questions (FAQ) section too, to answer any CFP registration questions …