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Last Updated: Sep 2009
Last Updated: Sep 2009
Beginning in 2007, students will be required to have at least a bachelor's degree in any discipline from a regionally accredited U.S. college or university in order to become eligible for initial certification.
International degrees may be substituted for a U.S. undergraduate degree if they receive equivalency from a third-party organization such as the Worldwide Educational Services.
The CFP® Certification Examination is a 10-hour multiple choice exam, divided into one four-hour session (Friday afternoon) and two three-hour sessions (Saturday). The exam includes three major case problems and is designed to assess the student's ability to apply his or her financial planning education to financial planning situations.
Individuals holding professional designations pre-approved by the CFP Board (like PhDs in business and economics, lawyers, CLUs, ChFCs, Certified Public Accountants (CPA), Chartered Certified Accountants (ACCA), Chartered Accountants (CA), Chartered Wealth Managers (AAFM) ), and Chartered Financial Analysts (CFA) could register and sit for the exam without having to complete the education requirements by using the CFP-board's challenge status.
International degrees may be substituted for a U.S. undergraduate degree if they receive equivalency from a third-party organization such as the Worldwide Educational Services.
The CFP® Certification Examination is a 10-hour multiple choice exam, divided into one four-hour session (Friday afternoon) and two three-hour sessions (Saturday). The exam includes three major case problems and is designed to assess the student's ability to apply his or her financial planning education to financial planning situations.
Individuals holding professional designations pre-approved by the CFP Board (like PhDs in business and economics, lawyers, CLUs, ChFCs, Certified Public Accountants (CPA), Chartered Certified Accountants (ACCA), Chartered Accountants (CA), Chartered Wealth Managers (AAFM) ), and Chartered Financial Analysts (CFA) could register and sit for the exam without having to complete the education requirements by using the CFP-board's challenge status.
The Certified Financial Planner (CFP®) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
As a first step to CFP® certification, students must master a list of 89 topics on integrated financial planning. The topics cover major planning areas such as:
• General principles of financial planning
• Insurance planning
• Employee benefits planning
• Investment planning
• Income tax planning
• Retirement planning
• Estate planning
As a first step to CFP® certification, students must master a list of 89 topics on integrated financial planning. The topics cover major planning areas such as:
• General principles of financial planning
• Insurance planning
• Employee benefits planning
• Investment planning
• Income tax planning
• Retirement planning
• Estate planning
