Daniel Drallmeier Obtains His CERTIFIED FINANCIAL PLANNER™ Certification

Published 12/12/2017

Forum Advisor Daniel Drallmeier has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification. According to the CFP Board, CFP® professionals comprise less than 20 percent of all practicing financial advisors in the industry. As of November 30, CFP® professionals under the age of 30 make up only 4 percent of all CFP® professionals.1


The CFP Board requires professionals to complete numerous requirements, including six individual courses with final examinations, a capstone course and a seven-hour CFP Board examination. Upon completing his final education requirement in October, Dan elected to take the last exam of 2017 instead of waiting until March 2018.


With this accelerated timeline, Dan knew that regular test prep wouldn’t be enough. So, he formulated a plan to increase his chances of passing. “Given that they recommend a couple hundred hours of test prep and I did not have much time, I flew to Kansas City a few weeks before the exam to attend an intensive four-day test prep course,” he said.


Each day, Dan learned how to efficiently prepare for the exam only to continue his studies at the airport hotel each night. “I would not want to relive that week, but it set me on a path to earning my CFP® certification, so I would say it was well worth the time,” he said.


Forum congratulates Dan on obtaining his CFP® certification.


1 “CFP® Professional Demographics.” CFP Board, data as of November 30, 2017.