CFP Update

I am half way through my 5th CFP class - the one on Tax Planning.

The midterm was actually much easier than I expected (I was pretty worried about it). I still have to complete a project and take the final, but all in all I feel pretty good about it, and I think this class is down hill from here. It turns out I kind of like tax planning.

I only have two required classes left - one on Estate Planning and a summary course that combines the material from the other 6 classes and stresses case studies. Then I'll probably take some sort of Kaplan Review course before finally sitting for the CFP Exam in November.

This whole journey has flown by, but it has been a huge time committment and - to be honest - a bit of a beat down at times. Studying for the occassional midterm or final in one topic area is stressful enough; I'm dreading the preparation and cramming that will be necessary for the Big Exam this fall.

Doing the whole thing in one year instead of two is definitely challenging - but I'm very glad I'm doing it this way. Otherwise it would be hard to retain all the information (especially as figures change annually) and stay motivated to follow through.

I still have over 6 months to go, but I keep envisioning how relieved and carefree I'll be when it's all over!