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Old 01-02-2019, 09:21 PM   #2571
Discuss Thrower Discuss Thrower is offline
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Join Date: Jun 2006
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Quote:
Originally Posted by Buehler445 View Post
FWIW, CPA and CFP have virtually nothing to do with each other.

CPA = Certified Public Accountant
CFP = Certified Financial Planner

The similarities end with requiring certification and continuing education, the similarities pretty much end there.

Becoming a full on CFP would be a massive undertaking. Meaning He would have to take a ****load of courses, the exam, and work under a CFP for a really long time.

This would be a full on career change.

That being said, many "financial planners" aren't certified. Most ****nuts Series 5, 6, or 7 certifications so they can sell bullshit ass products for bullshit ass companies.

I don't know if there are any other certifications out there, but I wouldn't recommend going the full CFP route.

https://www.cfp.net/become-a-cfp-pro...n-requirements
Can always do the Accredited Financial Counselor thing..
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