Fri, 2012-11-16 02:25
I'm currently working as an Assistant Manager in a banking center for Bank of America, I have less than 1 year of experience and no other work experience prior (first job out of college)
I am wondering if my job would qualify towards the CFP 3 year work experience requirement or not? Everyday I serve as a personal banker and sit with many customers every week.
I've attempted contacting CFPs and the CFP Board with no success at all. I will continue to try other ways but I just discovered this website recently and figured I'd make a post. Couldn't find what I was looking for from using the search function either, unfortunately.Any help is appreciated! Thank you.
Your so called response from the CFP board should give you the answer. Why do you want the CFP? Are you more focused on the tax planning side or the investment side? If you are wanting to do the investment side, I would skip the CFP and get the proper securities licenses to do advisory services and find someone that you can learn from in that business.