It's been a minute since I've posted around here! My, how things have changed! It's nice to see some old names still giving input and helping out.
I've been trying to figure out if there's another cert I can get to help my career. I'm a tax manager in a family office, and I think I've settled on working towards the CFP. I had to interview someone this morning who had taken a certification program through a university before taking the exam, and I think this route sounds best for me to beef up in areas I know I lack. I was wondering if anyone has experience with one of these programs, or can recommend one? I went to the CFP site and there are plenty of options so I'm a bit overwhelmed and would welcome any real-world experiences.
AUD - 85 BEC - 84 FAR - 82 REG - 78
Ethics - 95
Licensed in IL & MO
This topic was modified 1 month, 2 weeks ago by jenpen.