I was taking the required courses needed to sit for the CFP exam when the company I was working for at the time stopped reimbursing employees for CFP expenses. I was halfway through the program, so I decided to continue. I took the exam, but did not pass. I talked to one of my managers about retaking it, and his advice was, “Don’t waste your time and don’t waste your money. You don’t need it for your job.” I put it behind me and moved on. But four years later, feeling like I was stuck in my position, I decided to try again. I signed up for a review course, dusted off my study materials, took the exam, and passed. When I told my boss that I passed, he congratulated me and said, “But you know you will not need to use it here.” He was right, so I knew it was time to find a career where I would use it.
— Christopher Briscoe, CFP, vice president and wealth advisor, Girard, in King of Prussia, Pennsylvania