To become a CFP one must:
- Complete the education requirement - complete a CFP Board registered education program and have a bachelors degree from an accredited university. The UVA CFP program is registered with CFP Board. I have a bachelors degree from Georgia State.
- Pass the CFP Certification Exam - that's what I'm taking the courses for!
- Meet the experience requirement - At least three years of qualifying full-time work experience are required for certification. Qualifying experience includes work that can be categorized into one of the six primary elements of the personal financial planning process. I don't have any work experience in any of the six primary elements, but I hope to start gaining that experience later this year.
- Pass a background check - It shouldn't be a problem for me as I've held multiple government security clearances over my career.
- Pay the certification fee - of course!
I'm looking forward to my new career in financial planning. However, I'm not letting my IT career fall by the wayside while I'm still in the industry. My company has a great education and training program. Every employee gets $3000 per year towards work related training. I signed up for two ColdFusion courses last year but both were cancelled due to low enrollment. Turns out I was the only one enrolled in both! This year I've signed up for a Java programming class. Hopefully that won't be cancelled. I'm going to be busy learning this year. I haven't been busy learning in a long time. I'm up for the challenge.