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New Guy

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invisibleeggman View Drop Down
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Joined: Aug/22/2017
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Post Options Post Options   Thanks (0) Thanks(0)   Quote invisibleeggman Quote  Post ReplyReply Direct Link To This Post Topic: New Guy
    Posted: Aug/22/2017 at 8:57pm
Hey all,
I am a new FA from NY.  I worked at a credit union for about 10 months after college then got hired to ML with a well established team in the area. Passed my 7,66 and Insurance exams and am now working on my CFP. Looking forward to learning and conversing on this forum, seems like a great site.
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PEACH_cm View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote PEACH_cm Quote  Post ReplyReply Direct Link To This Post Posted: Aug/22/2017 at 9:11pm
Do you have the experience to use the designation or just getting in well ahead of being able to use it?
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Macduff View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Macduff Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2017 at 8:15am
He's going to have to get his CFP no matter what, basically.

Merrill is really pushing the classes as a part of both the TFA and PMD programs.

PMD's are required to finish the 6 classes during the three year PMD program. Can't remember exactly about the TFA program but I think that the TFA-Planning people had to finish it in 24 months or something.
“I was born for the storm, and a calm does not suit me.”

― Andrew Jackson
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zsize View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote zsize Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2017 at 1:18pm
Welcome to the forum and good luck on the CFP.
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