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CFP® Certificant Candidates

A Brightscape franchise offers a path to obtaining your Certified Financial Professional™certification. Whether you are just beginning the process or have passed the educational and exam requirement a Brightscape franchise can help you attain your goal!

Satisfying the Experience Requirement

Upon passing the Comprehensive Exam your purchase of a Brightscape franchise will result in us placing you on our Form ADV. During the next three years, you will focus on building your business while at the same time earning the experience required by the CFP Board of Standards, Inc. such as “supervision of or assisting in the delivery of financial planning or investment services to clients.”

Passing the Education and Comprehensive Exam Requirement

Once you open your Brightscape franchise you will be delivering financial planning and investment services to clients. Through real world experience you will gain an in-depth understanding of many of the 100 topics required for the comprehensive exam, while at the same time building your business.

Brightscape realizes that new entrants into the financial planning profession have to start somewhere, and will likely begin with clients who have small accounts. Unlike others, we have no account minimums, therefore, providing you with the opportunity to get into the business with a recognized leader in the financial planning profession (Paladin Registry 5-Star designation).

Brightscape is unique in that it interweaves the required theory with practical cases to provide a superior learning environment to that of simply a classroom or on-line course. Brightscape’s professionals use state-of-the-art software in financial planning and investment management to illustrate and teach concepts to franchisees.

The Brightscape franchise provides a jumpstart for your entry into the fast growing and dynamic profession of financial planning and puts you on a path to achieving your CFP® certification!