Earning your CFP® Experience Hours is no small feat
Wondering how you can earn the 4,000 to 6,000 experience hours required to complete your Certified Financial Planner® certification?
This free guide gives tips on how to earn, track, and report your CFP® experience hours!
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What’s inside:
Find out what it takes to accrue the hours needed for your Certified Financial Planner® certification and what to keep in mind with two different pathways.
- Reporting and tracking advice: Learn how to track, report, and monitor your experience hours progress.
- Experience hour opportunities: Discover what types of work qualify and opportunities to check out to start working toward your CFP Board experience hours goal.
- Insights into real CFP® professionals’ experience hour plans: Get an inside look at how three CFP® professionals earned their experience hours, using entirely different opportunities!
- BONUS: Free experience hours tracker Get a FREE tracking sheet to help you monitor your experience hour opportunities, hours fulfilled, and hours to go! This is a handy spreadsheet to bookmark and use for reporting.
We created this guide to help address the overwhelm that comes from trying to earn 4,000 to 6,000 experience hours. We know you might be working full-time, attending school, or raising a family.
Even with 5 years to complete your CFP Board experience hours requirement after the CFP® exam, it’s a lot! This guide makes it easy to see exactly which experience hour opportunities are right for you, so you’re not scrambling to meet the requirement (or take your exam again!).
Plus, we’re including a FREE CFP® Experience Hour Tracker Sheet, so you can monitor your progress, offer more accurate reporting, and give yourself peace of mind!
