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CFP® + ChFC® + TESU Acceptance Email
#1
I am writing this post because I haven't come across one like this and thought it might be helpful for someone in a similar situation.

Today, I am in my middle 40's and am a multiple, traditional school, dropout.

I, with the help of people on this board (I am talking to you DFRECORE), have created a spreadsheet with my degree requirements (TESU, BSBA Finance). This sheet provides me a specific road map towards earning my degree. I plan on using my existing credits + study.com + TESU and hopefully the ChFC coursework through the American College to make this happen.  I know there may be slightly less expensive or quicker ways to do this, but for me, the $199 per month for two classes (up to 6 credits) is doable and gives me hope I can do this.

I have worked in the financial services industry for more than 20 years (1997). Today, I provide comprehensive financial planning to the mass affluent.

I wanted to complete my CFP designation, but knew this requires not just the coursework and comprehensive exam, it also requires an undergraduate degree within five years of passing the comprehsive exam.  While doing my research, I discovered that the ChFC designation through The American College has similar coursework. In fact, when I completed 7 of the 9 courses, I would be eligible to sit for the CFP comprehensive exam.

I did just that.  I started my journey in September of 2016 with this forum and the American College.  I completed the first 7 courses of the ChFC coursework and then signed up for the CFP comprehensive exam.  I did take a 4 day crash course through Brett Danko (Highly Recommended), and was able to pass the comprehensive on 11/11/2017!  Of course, I cannot call myself a CFP until I complete my undergraduate degree.  I have five years from 11/11/2017 to complete the undergraduate work.  I completed the last course of the ChFC designation on 12/08/2017!  I should be able to use this designation as of February 1, 2018.

So, the next step in my journey was to apply to TESU.  I did that a few days ago ($75 cost). It is a very basic application (they don't require you to submit your prior credits ahead of time).  I received my acceptance email this morning.  Since I have never seen this on this site, I thought I would share it (attached). Maybe it will provide some insight? You can see it below.

I have attached my course requirement spreadsheet.  It is a consolidated version of what someone else on this site provided to me, free of charge and with only a thank you. I will take this opportunity to say THANK YOU once again, just in case that person is reading this.  It sounds basic, but this sheet is what helped me to visualize my course to completion. You will note, I filled in the ChFC coursework where it would fit.  The website does not currently show these courses as having been renewed, so I will have to report back in to let you know if they are in fact accepted.

As of today, assuming the American College credits count, I still need 69 credits to be done.  I used to think it would be impossible, not anymore. I now know I can do this.

My first college class through study.com is English 104: College Comp I (ENC-101 at TESU).  I took the quizzes and the comprehensive. I just need to complete and submit the three essays to finish. I hope to do it this coming weekend. My spreadsheet has links built in to where I found the information.

I know this won't help many, but if it helps 1 or more, it was worth it. Smile
Happy Holidays!
Gloddy


Attached Files
.docx   Acceptance Email.docx (Size: 17.34 KB / Downloads: 18)
.xlsx   TESU - BSBA in Finance (Exisitng Credits + Study.com + American College - ChFC Designation).xlsx (Size: 44.11 KB / Downloads: 34)
[-] The following 4 users Like Gloddy's post:
  • 22gunsonfire, davewill, eriehiker, Toastmaster


Messages In This Thread
CFP® + ChFC® + TESU Acceptance Email - by Gloddy - 12-14-2017, 05:36 PM

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