CFP test in November- enough time?

classes, required, received, everyone, experience

I just received notification I passed level III. I submitted work experience and work is being reviewed. I am thinking about taking the CFP in November 2011 since with the CFA you are not required to take the silly 6 classes with CFA, CPA or JD.

Starting in 2012 everyone will need a capstone class to sit for the CFP(1 on top of 6 normal and even with other credential would need to take it). So it would save me $500-1,000 to do the test in 2011 as opposed to 2012.

I have heard from a few friends who have CFP & CFA that the CFP could be passed with a month or 2 of studying.

Is anyone else going for CFP too? And do you think we will get charter in time to submit for November 4th?

Thanks,

Ben

. Already eligible for the Charter

. Jobs which qualify for CFA work experience requirements?

. CFAI Reponse Regarding Work Experience

. Received CFAI study material for level 2

giorgio10

CFA Candidates

Rank: 2

UID: 223410
帖子: 344
主题: 15
注册时间: 2011-7-11
最后登录: 2016-4-19

2^#

发表于 2011-8-26 21:12 | 只看该作者

What is the purpose of getting the CFP that you already got the CFA?

TOP

SeanWest

CFA Candidates

Rank: 2

UID: 223460
帖子: 322
主题: 9
注册时间: 2011-7-11
最后登录: 2014-8-7

3^#

发表于 2011-8-26 21:18 | 只看该作者

I am a CFP(R) PROFESSIONAL (the guidelines for usage are just as stringent as the CFAI). I would say that if you are very strong in accounting and estate planning, then you should go for it. There are some pretty esoteric terms concerning those two topics. If you can study diligently for two months and then take a 3-day review, you might be able to do it.

The CFP is more for financial planning than for analysis. If you plan on being a relationship manager/banker, then this would be a nice way to round out your skill set. If you're just planning on being an analyst, then the CFP is a waste of your time.

Edited 1 time(s). Last edit at Thursday, August 18, 2011 at 10:39PM by Pbanker7.

TOP

返回列表

上一主题：First 3 Morning questions .....

下一主题：Sponsors & Predicatement

CFP test in November- enough time?

相关主题：

[收藏此主题] [关注此主题的新回复]

[通过 QQ、MSN 分享给朋友]