04-08-2022, 08:29 AM
(04-07-2022, 02:14 PM)CHken92 Wrote:(04-05-2022, 01:09 PM)bjcheung77 Wrote:mikehart82 Wrote:Ok I'm enrolled at TESU. Is there anything else I should be doing right now?
Hi, I have my series 65 license, my insurance license, and my Financial Paraplanner Qualified Professional designation (FPQP)
So I shouldn't enroll in any classes at TESU yet? Just start on the ChFC?
I was thinking about doing this anyway since the ChFC doesn't require a degree and I don't know if this college thing will work out.
Thanks for your help!
We are in similar situations although I had existing RA credits.
Here are my suggestions:
1. Take The American College ChFC course. You can get through it relatively quickly and if you are already a Para lots of it will be easy for you. TESU will award you 2 credits for each ChFC course. I literally just got my transfer eval back from TESU today and finished the ChFC in Feb. The ChFC qualifies you to sit the CFP. You can take the CFP Exam without the college credits. They will give you 5 years to finish the degree, you just cant hang the shingle until you have the degree. While you are doing these do some Gen credits at Sophia or do some CLEPS, etc ...
2. Use Brett Danko for CFP prep. Do what he says and trust the process. I just sat my exam in March. Waiting on results. The test is a bear. When you go into prep mode (which I would do as soon as you finish the all ChFC up to HS 333) you will need 6-8 weeks minimum. Plan to study ONLY the CFP material. Dont try to do any other studying, you will need to focus here.
TESU will also grant you credits for any FINRA designations. With those and the ChFC I have 2 UL Finance courses to complete in the BSBA Finance AOS, the rest are done through ChFC/FINRA.
By utilizing the ChFC program enroute to CFP & Bachelors, you will have the ChFC Designation which is well respected in the industry and will have passed your CFP. Anything after this will appear easy as can be, you'll knock your Undergrad out in no time!!