How to Become a CFP professional? What is a Certified Financial Planner?

What is the difference between a CFP® Professional or CERTIFIED FINANCIAL PLANNER™ and a Financial Advisor, Broker, Insurance Agent, Registered Representative, Financial Planner or Financial Consultant?

In this video, we'll be talking about what a CERTIFIED FINANCIAL PLANNER™ Professional is. We'll also be discussing the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™. Finally, we'll give you a few tips on how to become a CERTIFIED FINANCIAL PLANNER™.

If you're looking for information about becoming a CERTIFIED FINANCIAL PLANNER™ this video is for you! Colin Exelby, CFP® discusses what it is and what qualifications are required to become one. We'll also discuss the importance of a financial plan and what benefits you can expect from having one. If you're curious about what a financial planner does or wants to learn more about the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™, then this video is for you.

I am a Certified Financial Planner Professional™ or CFP®. See the Forest Through the Trees is a personal finance, health, and wellness blog and YouTube Channel that aims to help you see the bigger picture. My goal is to help you think outside the box about your life, your money and your health to be the best you can possibly be.

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[selma-]

This video was super informative. Thank you so much!!

[solominded]

Id love to become one, but holy heck is it a lot of red tape... I can't even figure out where to start. The colleges make it way to complicated to find a starting point.

[Perlsamore]

Excellent video, keep up the good work!

[watchnerd]

I've always been interested in personal finance, and after a few (successful) decades in high tech and now semi-retirement in my early 50s, am considering embarking on CFP as a second career. Given the work requirement, is it too late in life? Where would one start for entry level experience?

[othellosson]

Great presentation! About how long does it take to reach that goal?

[jredpichay]

I have a bachelor’s degree in nursing from 1996. Will my BSN count?

[luigiinfigi]

What duty differences do you have compared to a normal financial advisor?do they still remain working and having the same designated areas under the same organisation as a normal financial advisor? Or do they get different jobs in the industry as a higher rank?

[d.c.diprince]

@3:37 "you must have a bachelors degree from an accredited university". What field of study must your bachelors degree be in?

[liumengyuan]

What will be considered a relevant work experience? I got my LLQP license and work as a financial advisor in an insurance brokerage company for over 3 years. Does that count? Thanks!

[wealthNmotion]

Looks like a designation intended for people to start young base on the hours of education (bachelors degree) and work experience required. 😢

[RaghavendranChandran]

Is the Chartered Wealth Manager different from a CFP?

[adamcbeck]

Personally, I’d rather have a financial planner who has made millions of dollars for himself through investments and business. That’s credibility no amount of schooling, studying or testing can ever match.

[TheFitBizCPA]

Were you doing sales as part of your work? I understand that sales is a big part of being a CFP, is that true?

[justineburgos]

Is it ok if you already have the bachelors degree and go for the CFP after? I graduated last year with my bachelor’s in Finance and I want to become a financial planner.