Need a degree to get the CFP

[CHken92]

Hahaha. Yep, working full time++. You know how that goes. It wasn't difficult at all. I easily got through 2 courses/ month. The Capstone I did in a weekend. Watch the videos, take the quizzes and contribute to the boards. Thats really all you need to do if you have experience in planning you will find you already know most of the information. It's a nice way to round out everything we do on a holistic basis. But its fairly high level. CFP on the other hand, much deeper. That's why you'll need a CFP prep course to get you through the exam if you decide to take it ... no matter where you do the education requirements, you'll need the prep.