Hello,

I've been a member of the FPA since 2006, when I started my own financial writing and marketing business (after 20 years of corporate service in the financial industry). Since a lot of my writing assignments are geared toward CFPs, the education I receive from the VLC, the JFP and e-mail news alerts has been very valuable.

I am now enrolled in a CFP certificate program through Boston Univ., and I hope to sit for the CFP exam around mid-2009.  I would really like to establish a mentor-type relationship with a CFP. I'd like to learn about other individuals' experiences in taking the financial planning courses, as well as the CFP exam itself. I also want to get advice about the experience requirement. 

Can anyone point me in the right direction? Any information would be greatly appreciated!

Thanks,

Michelle Fox

Wayne, NJ   

Hello Michelle,

I recently passed the CFP exam in March 2008, but I’m not yet a CFP.    The Boston University program is good, but it does cover an enormous amount of information.  After completing the Boston University course, I also took a CFP exam prep class (KEIR) starting about three months before the exam.  I found that the prep class really prepared my to take the exam because it was geared more towards the CFP exam.  Hope this helps!