Quote:
Originally Posted by Buehler445
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 |
Yes I know but most successful CFPs I know began their lives as CPAs. I think it's a natural transition.
Most of you guys maybe too young to remember this how but how about "Silver Screen Limited Partnerships" sold by Lehman Brothers as tax shelters in the late 80's? ****ing disasters.......
