CFP -- strict on work experience?

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Jul 16, 2006 1:53 pm

Hey guys,

Just wondering how the CFP board evaluates work experience as part of their four-part requirement to getting the certification.  The education, ethics, and exam shouldn’t be a problem, but I’m wondering how the CFP board will evaluate my work experience.  For example, I worked a year at a wirehouse and was on the books as “full time” because I would be called on during the school year, although I wasn’t working 40 hour weeks.  Would that be considered a year towards the three year requirement? Or are they really strict on these things and are going to tell me it would have to be a full three years AFTER college?

I know they offer part time work to fulfill the requirement, but 2000 hours a year is pretty demanding part time work!


Jul 16, 2006 6:47 pm

Why don’t you pick up the phone and call the CFP office and ask them?