Comments on: How to Become a Certified Financial Planner (CFP) http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/ This is where your finance takes place Thu, 09 Feb 2012 13:45:49 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Daniel http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-6177 Daniel Mon, 29 Jun 2009 18:59:43 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-6177 Hi, I would like to immigrate to Canada, thus I am planning to start the Financial Analyst post-graduate program at George Brown College in Toronto by January. Does anybody have any references about this college and this program which prepares you for the CFP designation?. Which is the probability of landing in a decent job if you get this designation and also have a good command of other languages like spanish, portuguese and French and previous experience in the financial area outside Canada. How much is the average salary for an entry level position in this field?. Thanks for your advices guys. Hi, I would like to immigrate to Canada, thus I am planning to start the Financial Analyst post-graduate program at George Brown College in Toronto by January. Does anybody have any references about this college and this program which prepares you for the CFP designation?. Which is the probability of landing in a decent job if you get this designation and also have a good command of other languages like spanish, portuguese and French and previous experience in the financial area outside Canada. How much is the average salary for an entry level position in this field?.

Thanks for your advices guys.

]]> By: The Financial Blogger http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-6033 The Financial Blogger Tue, 09 Jun 2009 10:43:02 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-6033 Hello Abi, in Canada, we have CFP (Certified Financial Planner) or in Quebec only (Pl. Fin (for Financial Planner which is an official title)). However, we don't have the CFC mention. You will have to request an equivalent to the CFP to be able to use your title. The market for CFP is huge right now as financial institutions need more competent planner. So if you can get your equivalent, you will be able to get a job in no time. The thing is that you will probably have to "do your class" with smaller client first and then, you can go up. MBA in finance is great too ;-) I am sure you won't have any problem finding a job :-D Good luck! Hello Abi,

in Canada, we have CFP (Certified Financial Planner) or in Quebec only (Pl. Fin (for Financial Planner which is an official title)).

However, we don’t have the CFC mention. You will have to request an equivalent to the CFP to be able to use your title.

The market for CFP is huge right now as financial institutions need more competent planner. So if you can get your equivalent, you will be able to get a job in no time. The thing is that you will probably have to “do your class” with smaller client first and then, you can go up.

MBA in finance is great too ;-) I am sure you won’t have any problem finding a job :-D

Good luck!

]]> By: Abi http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-6020 Abi Sun, 07 Jun 2009 14:05:22 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-6020 Hi, I am in process of immigration to Canada. Can anybody please tell me I am Certified Financial Consultant. What is the market of this certification in Canada. Will I be able to get a job with this or not??? For your reference am MBA with Finance and Accounting Specialization. Thanks, A Hi,
I am in process of immigration to Canada.

Can anybody please tell me I am Certified Financial Consultant.

What is the market of this certification in Canada.

Will I be able to get a job with this or not???

For your reference am MBA with Finance and Accounting Specialization.

Thanks,
A

]]> By: Financial Planner http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-4290 Financial Planner Tue, 23 Dec 2008 16:38:09 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-4290 The fasted and easiest way to obtain the CFP is the route that I took. Through CSI, you can do the CSC (Canadian Securities Course) and PFP (Personal Financial Planner) and get advance standing to challenge the CFP. It took me 6 weeks to complete the CSC and PFP. The total cost to do the courses is around $1700. I prepared for the CFP for a couple weeks and challenged the first available exam. In total, it took me approx. 2 months of actual work (1 hour per day for 60 days) to obtain all three credentials. In the process of preparing for the CFP, I also completed the WMT (Wealth Management Techniques) course and obtained the FMA (Financial Managment Advisor) designation in the process. I guess it's also important to note that when I started this process, I already had completed the IFIC (mutual funds license) and the LLQP (life insurance license), which were important in being able to complete everything else as quickly as I did. The fasted and easiest way to obtain the CFP is the route that I took. Through CSI, you can do the CSC (Canadian Securities Course) and PFP (Personal Financial Planner) and get advance standing to challenge the CFP.

It took me 6 weeks to complete the CSC and PFP. The total cost to do the courses is around $1700. I prepared for the CFP for a couple weeks and challenged the first available exam. In total, it took me approx. 2 months of actual work (1 hour per day for 60 days) to obtain all three credentials. In the process of preparing for the CFP, I also completed the WMT (Wealth Management Techniques) course and obtained the FMA (Financial Managment Advisor) designation in the process.

I guess it’s also important to note that when I started this process, I already had completed the IFIC (mutual funds license) and the LLQP (life insurance license), which were important in being able to complete everything else as quickly as I did.

]]> By: The Financial Blogger | Recharging Batteries http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-4218 The Financial Blogger | Recharging Batteries Mon, 15 Dec 2008 10:00:36 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-4218 [...] and what is coming next in 2009. I noticed that too many times, I have pushed my limits this year. Changing jobs, doing a full time MBA, creating my own company finishing my basement so my wife can start her [...] [...] and what is coming next in 2009. I noticed that too many times, I have pushed my limits this year. Changing jobs, doing a full time MBA, creating my own company finishing my basement so my wife can start her [...]

]]> By: The Financial Blogger | MBA Marks – Summer Session http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-4126 The Financial Blogger | MBA Marks – Summer Session Fri, 05 Dec 2008 10:01:33 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-4126 [...] the worst time to open a book and learn something! This session was really rough since I had to pass my PFP exam at the beginning of summer and my wife was going back to work after a 2 years maternity leaves. [...] [...] the worst time to open a book and learn something! This session was really rough since I had to pass my PFP exam at the beginning of summer and my wife was going back to work after a 2 years maternity leaves. [...]

]]> By: The Financial Blogger | CFP VS CFA, Is There More Than One Letter Difference? http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-3264 The Financial Blogger | CFP VS CFA, Is There More Than One Letter Difference? Fri, 12 Sep 2008 10:01:15 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-3264 [...] my post on how to become a CFP, I received the same question from several readers through emails or comments. They all wanted to [...] [...] my post on how to become a CFP, I received the same question from several readers through emails or comments. They all wanted to [...]

]]> By: The Financial Blogger http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-3095 The Financial Blogger Mon, 25 Aug 2008 02:19:50 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-3095 Hey FM, In Quebec, a Bachelor degree including a certificate in financial planning is required. However, the CFP title is different (you know, everything has to be different in my province ;-)). You can find more information on the official CFP site: http://www.fpsccanada.org/ You can find the requirements at http://www.fpsccanada.org/students/cfp_exam_qualifying CFP and CFA are 2 differents things. Since you are not the first one to ask this question, I'll write a full post about it. Cheers, FB. Hey FM,
In Quebec, a Bachelor degree including a certificate in financial planning is required. However, the CFP title is different (you know, everything has to be different in my province ;-) ).
You can find more information on the official CFP site:
http://www.fpsccanada.org/

You can find the requirements at http://www.fpsccanada.org/students/cfp_exam_qualifying

CFP and CFA are 2 differents things. Since you are not the first one to ask this question, I’ll write a full post about it.

Cheers,

FB.

]]> By: FM http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-3084 FM Sun, 24 Aug 2008 01:07:33 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-3084 Dearn FB, I'm currently a 2nd year student at University of Toronto pursuing a BA degree, i would like to become a CFP in the future, and am wondering if you could give me any insights as to how i can approach that path. Should i continue my study at U of T, or should i simply enrol in the one-year certificate course as you suggested? Also, what is the difference between CFP and CFA ? Thank you for your time. Dearn FB,
I’m currently a 2nd year student at University of Toronto pursuing a BA degree, i would like to become a CFP in the future, and am wondering if you could give me any insights as to how i can approach that path. Should i continue my study at U of T, or should i simply enrol in the one-year certificate course as you suggested?
Also, what is the difference between CFP and CFA ? Thank you for your time.

]]> By: Tax & Financial Planning http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/comment-page-1/#comment-2715 Tax & Financial Planning Fri, 11 Jul 2008 23:46:15 +0000 http://www.thefinancialblogger.com/how-to-become-a-certified-financial-planner-cfp/#comment-2715 Any professional certification is going to be a challenge. I took a series of CGA exams and the capstone certification exam and it was comprehensive very difficult. Many people write several times before passing. The thing about being an accountant though is that you can challenge the CFP exam. Any professional certification is going to be a challenge. I took a series of CGA exams and the capstone certification exam and it was comprehensive very difficult. Many people write several times before passing.

The thing about being an accountant though is that you can challenge the CFP exam.

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