Getting the U.S. CFP while based in Dubai
Looking for clarity on getting the U.S. CFP while based in Dubai
Currently based in Dubai working as a wealth advisor. I’ve been in financial planning for ~7 years (4 years in a client-facing advisory role, the rest in planning-related work). Before that, I spent ~2 years in banking in Canada (more credit-focused, so likely less relevant for CFP experience).
I hold a bachelor’s degree from UBC (Vancouver).
I’ve already submitted my experience to the CFP Board and it was approved, even though all of it was gained outside the U.S. (mainly UAE).
I’m now considering pursuing the U.S. CFP through a self-study route (likely Bryant or similar), with the intention of possibly moving to the U.S. in the future (my wife is American). If I do move, I understand I’d still need to complete the relevant Series exams to actually advise clients there.
A few things I’m trying to clarify:
- Is it fully possible to complete the U.S. CFP while living and working outside the U.S. (specifically Dubai), assuming I travel to the U.S. to sit the exam?
- Has anyone here successfully obtained and maintained the U.S. CFP while based internationally?
- For those who later moved to the U.S., did having the CFP beforehand make a meaningful difference when transitioning (job prospects, credibility, etc.)?
From what I understand so far, there’s no formal residency requirement, but I got some conflicting info from a call which suggested otherwise, so just trying to sense-check this with people who’ve actually gone through it.
Appreciate any insight, especially from those who’ve taken a similar international path.