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+--- Thread: CFP and bachelors degree (/Thread-CFP-and-bachelors-degree)
CFP and bachelors degree - W0lf - 05-28-2022
Hello,
I found this site through searching on google about my situation. I was a student at a couple of different well known, albeit mid tier state universities on the west coast between 2001-2005. I was one of those that kept changing majors— engineering, business, criminal justice and liberal arts. During that time I was also in the military— reserves, and was pulled in and out of school for deployments and ended up going to war.
After the service, I was fortunate enough to get a career as financial advisor for a major firm. I’ve been at that same firm for over a decade now, but never did get around to finishing the degree. However, I did manage to complete series 6,7,63 and 65 registrations, life and health licenses, a CLTC designation, and a ChFC designation split between courses at the American college and Kaplan (Purdue online?). All in, I have a bit over 120 college credits from my state university from 2001-2005 with all the 101’s completed and various classes from lots of different majors lol.
At this point in my career I’d like to finish the bachelors so that I can sit for the CFP. I honestly don’t have any preference for what bachelors I receive as it’s just so that I can finally have one and sit for the CFP.
I’ve read here a lot of great advice for people in similar situations and it seems I might be closer than I think to finishing in something, perhaps even finance degree or similar at TESU or otherwise? Any advice on how to proceed from the gurus here is much appreciated!!
Summary:
Finished 120 credits at university, just not enough in one degree to achieve bachelors.
6 years of military including combat deployments
Over 10 years as financial advisor
Completed ChFC:
8 courses through American College and Kaplan on finance
Completed CLTC:
one course on long term care planning
FINRA registrations:
Series 6, 7, 63, 65
Presently have a family and practice to run but able to commit reasonable amount of time after hours to finish.
RE: CFP and bachelors degree - rachel83az - 05-29-2022
Please follow the template here and list out your credits and the other relevant information:
https://www.degreeforum.net/mybb/Thread-New-to-DegreeForum-How-this-Area-works
RE: CFP and bachelors degree - bjcheung77 - 05-29-2022
W0lf Wrote:I’ve read here a lot of great advice for people in similar situations and it seems I might be closer than I think to finishing in something, perhaps even finance degree or similar at TESU or otherwise? Any advice on how to proceed from the gurus here is much appreciated!!
Hah! That's exactly what I was going to recommend you do, the TESU BSBA Finance AOS. If you have other courses that can go into another AOS, you can switch to that. I would really apply to TESU and enroll before they switch catalog years in July, you don't really need to take any courses, just a TECEP to get enrolled. You can slowly take courses through ACE/NCCRS providers, while taking courses towards your final degree requirements, or preferably sooner, decide if you're paying the residency waiver fee or taking the 16 residency credits.
RE: CFP and bachelors degree - CHken92 - 05-30-2022
TESU will accept any FINRA licenses and ChFC from American College in the Finance Degree plan. Be sure to include those in your transcripts. I just passed my CFP in March and am working on finishing my bachelors as quickly as possible so I can hang the CFP shingle! You can sit the exam without a degree and you are allowed 5 years to get your bachelors after passing the exam. I did it this way because I knew once I passed the exam I would be hell bent to finish the degree. One more hot tip. Use Brett Danko for CFP exam prep ... he is exceptional.