Finance: Certified Financial Planner (CFP)

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Finance: Certified Financial Planner (CFP)

Post by Admin on Mon Sep 21, 2015 3:49 pm

What is CFP certified?
CFP certification identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

How to get CFP certified?
CFP® professionals must pass the comprehensive CFP® Certification Examination.
To become certified, you are required to meet the following initial certification requirements (known as the four "Es"):

   Education
   Examination
   Experience
   Ethics

What is educational requirement for CFP?
The education requirement for attaining CFP® certification includes two main parts:


  • Complete college or university-level coursework through a program registered with CFP Board, addressing the major personal financial planning areas identified by CFP Board’s most recent Job Analysis Study; and

  • Verify that you hold a regionally accredited college or university bachelor’s degree or higher (accreditation must be recognized by U.S. Department of Education at the time the degree is awarded).


The coursework requirement must be completed before you sit for the CFP® Certification Examination; the bachelor’s degree requirement may be completed after you pass the exam (within five years).

Coursework Requirement

As a first step to CFP® certification, you must complete CFP Board education requirements in the major personal financial planning areas, including:

   General principles of financial planning
   Insurance planning
   Investment planning
   Income tax planning
   Retirement planning
   Estate planning
   Interpersonal communication
   Professional conduct and fiduciary responsibility
   Financial plan development (capstone) course

The coursework requirement includes completion of a financial plan development (capstone) course registered with CFP Board. This capstone course requirement has been designed to enhance the knowledge, skills and abilities of individuals seeking to attain CFP® certification and implement an assessment of their ability to deliver professional and competent financial planning services to the public. All students of CFP Board-Registered Programs whose initial dates of matriculation (initial enrollment) occur on or after January 1, 2012 are required to take the capstone course. Individuals who register to take the CFP® exam under “Challenge Status” or “Transcript Review” are required to take the capstone course if their first sitting for the exam is March 2012 or later.

For more information about CFP please visit this website: CFP Board.
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