Please upgrade your web browser

These pages are built with modern web browsers in mind, and are not optimized for Internet Explorer 8 or below. Please try using another web browser, such as Internet Explorer 9, Internet Explorer 10, Internet Explorer 11, Google Chrome, Mozilla Firefox, or Apple Safari.

Becoming a Certified Financial Planner


karlton minter Cibolo, TX

I want to become a certified financial planner. I am currently attending College of Financial Planning. I have five more classes to complete before I take the CFP exam. How can I gain experience in this industry before I separate from the service. I have two years left on my contract.

31 October 2018 2 replies Career Advancement



Andre Takacs Harker Heights, TX

I agree with John's comments.

You may also consider working part time or volunteer time at a financial planning firm so you can learn more. For example, if there is a 1st Command office near you, call and see if any of the advisors need an administrative assistant. You may be able to learn from the other assistants or advisors before you're CFP certified and maybe get a foot in the door while you're there.


John Dyck Spring, TX

get certified as a financial planner (CFP)

Google for the course and testing information and requirements.

First of all CFP is really a sales job. You have to sell your CFP services to clients just like in real estate or as a stock broker.

Your Answer

Please log in to answer this question.

Sign Up

You can join as either a Veteran or an Advisor.

An Advisor already has a career, with or without military experience, and is willing to engage with and help veterans.
Sign Up as an Advisor.

A Veteran has military experience and is seeking a new career, or assistance with life after service.
Sign Up as a Veteran.