CPAs and CFP ... work with an adviser who has both credentials. To earn the CPA license, accountants must complete at least 150 hours of education, pass a rigorous four-part exam and meet ...

While you can take the exam before getting industry experience, having several ... who worked as a fiduciary before becoming a CFP. CFPs can work at large banking or financial institutions or ...

the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility. The MBA and Certificate ...