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Music well welcome everyone welcome to office hours with Michael Kit us for today's officers I want to talk about an issue that I hear cropping up more and more frequently these days and that's the challenges and woes of trying to fulfill the CFP Board's requirements for experience as a part-time career changer it's a common question I'm receiving these days, and you usually go something like this dear Michael my name is Jane I'm a career changer been try to make the switch to become a financial advisor I set up my own RAA and I managed to get a couple of clients which is a good balance for me as I still need to drop off young kids at school and pick them up the end of the day, so I really don't want to grow my practice any larger right now the problem though is that I've already completed the CFP educational requirements at and passed the exam and since I'm working only about 10 to 15 hours a week on my client work it's going to take me eight years to meet the CFP boards three-year serious three-year experience requirement, and you don't even get to count the experience if it takes you more than five years after you finish the exam so what should I do right I don't want to go my practice figure at this point but I 100 satisfy the experience requirement in less than five years unless I grow bigger and get more clients help so, and thank you for your question Jane up for today as I said earlier this is a problem with hearing about more and more often lately is it's an increasingly common challenge that I find crops up particularly for part-time career changers the crux of the issue here is that CFP board takes very literal interpretation the three-year work experience requirement as a six thousand hour requirement which is just 40 hours a week 50 weeks a year that's 2000 working hours a year for three years is 6000 hours and when you're working part-time it can take a long time to accumulate 6000 hours of work experience now in the past and still actually most future up-and-coming financial advisors enter the profession by taking on a full-time job as a financial advisor from the start which meant it was pretty straightforward satisfy the three experienced apartment in three years of course you have to survive in the business in the first place which was a challenge does the attrition rate for advisors who started from scratch historically has been as high as 70 or 80 percent in the first three years which means only 20 or 30 the advisors who took this advisor from day one jobs were actually even still around in the three-year mark but at least if they were able to survive they did check off that experience requirement in the process but because the attrition rate is so high for starting from scratch not everyone wants to take the get clients or go bust risky approach becoming a financial advisor I actually strongly encourage people to go get experience in another more stable job first learn the industry and then go get clients become an advisor...
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