CFP work requirement

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    Topic
  • #171974
    Mbh6333
    Participant

    Does anyone on here know what exactly constitues the 3 year work experience. They say 3 years relevant work experience, but are not very specific. I have worked for CPA firm for 6 years doing tax and audit. YOu could argue some tax planning. I called CFP board and they said they dont analyze that until after you pass exam. I am a CPA.

    REG - 88
    AUD - 96
    BEC - 76
    FAR - 79

    Done

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