Tag Archives: CFP Exam

Join Me at FPA NexGen 2008

Posted on July 14, 2008 by in Professional Development

FPA NexGen 2008I’m going to be out of the office for the remainder of July.  First, I’ll be out the remainder of this week preparing for the CFP® Certification Examination held on Friday and Saturday.  I feel well prepared after the Ken Zahn Live Review course I took at the end of June.  I hope to post additional details about the review course and associated materials in August.

Following the exam, I’ll be away will be attending the upcoming FPA NexGen 2008 conference in St. Cloud, MN July 25-27.  If you’ll be at the conference too, make sure to find me and say hi.  I’ll be one of the few with a red goatee in the audience (check out my LinkedIn profile for a picture).

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Ken Zahn Live Reivew

Posted on June 25, 2008 by in Professional Development

ZahnUpdates to my blog are going to be a bit more sporadic over the next few weeks. Tomorrow I’m headed to Los Angeles to attend Ken Zahn’s live review course for the CFP® Certification Exam.

I’ll be there through Monday the 30th and then spend a short week managing the end of the second quarter quarterly reports. Hopefully the quarterly reports will go as smoothly as they did last quarter.

I imagine lots of my time will be spent studying leading up to the exam on July 18th and 19th. Until then, I imagine I’ll find time to post quick updates on Twitter.

See you on the other side.

CFP® Certification Requirements Changing

Posted on May 16, 2008 by in General

PencilFinancial Advisor Magazine is reporting today that the CFP® Certification requirements are going to “get tougher.”  I read through the brief article but I didn’t get the sense that the obtaining and maintaining the certification is necessarily going to become more difficult.

From the article, Dr. Ivan C. Roten, CFP®, director of the Financial Planning Center at Appalachian State University had this to say:

Since education is one of the four cornerstones of the certification process, we intend to provide an unshakeable foundation for CFP certificants to apply their financial planning knowledge most effectively to their clients’ ever-changing financial situations.

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