CFP® certification training - dbsandis/TwilightFinancial GitHub Wiki

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Your CFP® certification training starting in May with the College for Financial Planning is a major milestone that needs to be built directly into your business launch plan.

Here’s the revised plan including the CFP coursework:

🗓️ Updated 12-Month Plan for Haven Financial Services

(Part-Time until March 15, 2026, with CFP training integrated)

✅ Now – April 2025: Pre-CFP Prep & Business Setup (Flexible/Low Time Commitment)

Task Notes
✅ Business Registration Complete LLC, EIN, business name setup
✅ Plan Core Services Define your starter service menu (Tax, Budgeting, Bookkeeping, Coaching)
✅ Set Up Branding Basics Purchase domain, basic logo, 1-page website landing page
✅ Certification Prep Confirm enrollment and materials for CFP® coursework

📚 CFP Coursework + Business Tip:

You’ll be studying 10–15 hours per week for the CFP courses, so:

  • Time-block 5–8 hours on weekends for studying

  • Use weeknights (1–2x) for business tasks (like marketing, client onboarding)

  • Keep initial client load light (no more than 5–10 part-time clients in 2025–early 2026)

This way, you don't overload yourself before March 15.

🧠 Visual: Simple Timeline of Your Journey

| 2025 Q2 (May) | Start CFP + Setup Business Soft Launch |
| 2025 Q3–Q4    | Side Hustle Phase + CFP Progress |
| 2026 Q1       | Handle Tax Season Clients Softly |
| 2026 March 15 | Corporate Exit → Full-Time Haven Financial Services |
| 2026 Mid-Late | Sit for CFP Exam (optional timeline) |

🚦 Would you like next:

  • 📋 A printable checklist (Month-by-Month)?

  • 📅 A Gantt chart visual timeline?

  • 📂 Templates for website, intake forms, flyers to get your business ready faster?

You’re about to strategically stack your career, education, and business — it’s exciting to watch unfold! 🚀
Which piece would you like to work on first?

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