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Certified Financial Planner (CFP) Reviews
What is it like working as a Certified Financial Planner (CFP)?
July 2023
In the Green Machine.
Certified Financial Planner (CFP) in Port Elizabeth:
Pros: The sky is the limit, willing management to assist generally, you can fall back on support.
Cons: There is a disconnect between those earning a salary and those writing their paychecks. Fundamentally there exists a calmer existence if you are not in the sales wing of the business.
January 2022
Its great, but not Cincinnati.
Certified Financial Planner (CFP) in Columbus:
Pros: Very easy to get around, clean safe neighborhoods, everything seems to be within a 20 minute drive.
Cons: Columbus is a nice city, but it lacks culture in comparison to Cincinnati and Cleveland.
September 2021
Over qualification. But it's useful to have the designation.
Certified Financial Planner (CFP) in Chicago:
Pros: Autonomy and ability to earn what I make.
Cons: Inefficient, too much waste, errors, and delays. Confusing paycheck and commission. Terrible report. Management is uninspiring and unexciting.
June 2019
It give a sence of accomplishment.
Certified Financial Planner (CFP) in Cape Town:
Pros: I own part of it
Cons: Founding member creates tension and have no idea how to treat staff, or build moral
June 2019
Fantastic, however I am concerned about the political situation in South Africa.
Certified Financial Planner (CFP) in Durban:
Pros: I am he owner of the company.
Cons: The political uncertainty about South Africa.
April 2019
Certified Financial Planner (CFP) in Peoria:
Pros: Not commissioned related but performanced based.
Cons: The ever-increasing goals
February 2019
Very meaningful and proactive problem for clients.
Certified Financial Planner (CFP) in Chatham:
Pros: Opportunity for personal and financial growth
Cons: Regulatory environment
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