There are 2 ways for candidates to fulfill the experience requirement for CFP® certification: the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway. You can earn qualifying experience in a number of ways, from engaging with clients directly to supporting the financial planning process to teaching financial planning-related courses. Daniel and Forrest share their experience and recommendations for you to advance your career experience and how you might be able to accumulate many of these hours before your military separation.
Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode