Craig Toberman, the founder of the fee-only financial planning firm Toberman Wealth in St. Louis, recently spoke to Financial Planning Magazine for their article about preparing for the CFP exam.
In “5 tips for advisors preparing for the CFP exam,” author Justin L. Mack asks industry professionals who have earned the CFP designation to give advice to candidates preparing to take the CFP exam. The Certified Financial Planner (CFP) designation has a reputation in the financial industry for being done of the toughest designations to achieve.
In the article, Craig Toberman gave valuable tips by recommending integrating your study plan into your professional and personal life to help prepare for the CFP exam.
“If either one of those is neglected, your study plan will suffer. If you can wake up early on Saturday morning and study until noon, you will be surprised at the amount of deep work you can get in before your friends and family start their Saturday. Then, after that, you will have the entire weekend ahead of you to refresh and recharge,” he said. “I found that six or seven straight hours of fresh studying was better than 10 hours spread out randomly across many tired evenings and mornings.”
If you are interested in hearing more of Craig Toberman’s financial advice, whether it be for retirement planning or investment management, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.