Earn 500 CFP Board Experience Hours
Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
Category: Financial Planning
What to Do When a Financial Planning Client Moves On
How should you respond when a financial planning client says they’re moving on? Learn how to react when one of your clients decides to leave.
6 Ways to Get More CFP® Experience Hours
If you want to become a Certified Financial Planner™, you have to meet several requirements set forth by the CFP® Board. Along with earning a…
What “Financial Freedom” Means to Your Financial Planning Clients
How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.
4 Tips to Help Your Clients Handle Financial Conflict With Each Other
Sometimes, your job as a financial planner involves conflict resolution. ou might have to figure out how to work with a client who disagrees with…
4 Questions to Ask to Help Clients Set Financial Goals
As a financial planner, you help your clients create a road map to meet their financial goals. But that can be challenging when your clients…
How to Plan a Productive Financial Planning Client Meeting
Meetings with your clients are a crucial aspect of financial planning. But what exactly should those client meetings entail? How can you use your time…
5 Questions to Ask to Help Clients Build a Budget
When it comes to personal finance, having a budget is essential. In fact, budgeting often seems so “basic” to us that we often assume our…
How to Choose a Financial Planning Firm as a CFP® Professional
Looking for a new job may always feel a bit intimidating, but it can be especially overwhelming when you’re just starting your career as a…
