Weekend Reading | Some Good News Edition

by RJ

in Random

After over three years of hard work, I can finally call myself a CERTIFIED FINANCIAL PLANNER® certificant.

Being able to use the  CFP® marks, is one of the greatest accomplishments I have had in my short career.

The process wasn’t easy. I had to pass six advanced courses in financial planning,  insurance, investments, estate planning, taxes, and retirement planning. I had to pass a two-day test, that covered all subjects. Finally, I had to have three years of qualified work experience.

As you can imagine, getting the email from the CFP® board that I’m a financial planner was very rewarding.

So what now?

I’m working on a way to offer virtual financial consulting on a fee-only basis to readers of Gen Y Wealth. There is another test to pass. Plus, a lot of legal stuff I need to cover, but expect to hear more on this in early 2011.

Anyways, enough about me. Let’s get onto to the weekend reading:

Good Reads

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{ 9 comments… read them below or add one }

Financial SamuraiNo Gravatar December 18, 2010 at 8:18 am

Big congrats on becoming a CFP! That’s huge!


RJNo Gravatar December 18, 2010 at 9:24 am

Thanks Sam. Really appreciate it.


Kay Lynn @ Bucksome BoomerNo Gravatar December 18, 2010 at 10:42 am

Congratulations! I can’t wait to learn from your expertise.


Sustainable PFNo Gravatar December 18, 2010 at 12:40 pm

Congrats on getting your certification!


PatrickNo Gravatar December 19, 2010 at 11:37 pm

Congratulations on your certification, but remember that a certification means nothing if your deeds don’t back it up.

I really think that you are on a track to create change in the financial sector, even if it starts on a very small level. We need more people who are concerned and help their clients achieve financial success instead of just increasing their own coffers.

I have an office in Chicago and would love to have you speak to my employees sometime.


Kevin MNo Gravatar December 20, 2010 at 8:37 am

Congrats, I know the hard work it takes as the CPA exam process is just as strenuous. I’ve thought about either the CFP or PFS credential as well, but the work experience would be my stumbling block.


RJNo Gravatar December 20, 2010 at 10:24 am

@Kevin M – Thanks! I’m not sure what exactly you do as a CPA, but some of your CPA experience can count towards the work experience. My background was in insurance, and the CPA board approved my work experience.

@Patrick – Sounds great! Just let me know when.


EricNo Gravatar December 20, 2010 at 2:19 pm



EricNo Gravatar December 22, 2010 at 12:01 am

That’s great! If you ever have the time, please think about detailing your process towards becoming a CFP on this blog. I know a lot of people would benefit from your advice.


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