A certified financial planner, or CFP, must have three years of experience advising, investing and planning, in addition to a bachelor's degree. Learn about the CFP exam that certified financial planners must pass with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
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makeiteasyable 2 weeks ago
How does an undergraduate go about gaining experience to qualify them for a CFP
christan7965 10 months ago
Great video sir. Very helpful. Great for a young professional like myself getting into Financial services. Thanks again.
MrWurzable 11 months ago
Nice video...some good introduction stuff. I have a question...I am a finance student graduating in May 2011, planning on pursuing a career in Healthcare Administration, would a CFP designation make me more valuable in that area? Thanks.
241midwest 1 year ago