If you’re one of these folks – first of all congratulations! You put in a lot of hard work, studying, and relinquished personal time in order to be successful. You should be proud. But I would also encourage you to not fall to the temptation of thinking, “you’ve made it.” In other words, I hope the exam has taught you that there’s so much we don’t know as planners and the CFP® is merely a stepping stone (albeit a big one) in our career as financial planners.
What I mean is that you should continue to put in the effort and strive to be successful in acquiring more knowledge that complements or goes above what your CFP® studies taught you. Don’t be afraid to earn other designations such as the ChFC® and CLU® or to become more specialized in a field such as taxation by becoming an Enrolled Agent or CPA. There’s nothing holding you back from earning a Master’s degree or law degree.
The point is that once you’ve gotten this far, don’t settle. We owe it to our clients, or colleagues and the industry to hold ourselves out as professionals that are continually striving to make our profession and clients better off – and that can only come with more knowledge.
Again, congratulations! Now the real work begins.