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Why You should Choose a CFP

What do the CFP certification marks represent?

Anyone can call himself or herself a "financial planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can use its certification marks. The CFP certification marks identify financial planners who are dedicated to a high level of professionalism.

Why are CFP certification requirements important?

The CFP Board's certification process assures the public that individuals authorized to use its marks have met education, examination and experience requirements to provide comprehensive financial planning advice and are committed to high standards of ethical conduct. The certification marks also signal that a financial planner has voluntarily submitted to the regulatory authority of the CFP Board.

 

What are the CFP certification requirements?

Education.

Completion of an education program at one of the more than 130 colleges and universities whose curriculum is registered with the CFP Board.

Examination.

Candidates for CFP certification must pass a rigorous CFP Certification Examination administered by the CFP Board that covers the following topics: Financial Planning Process, Insurance, Investment Planning, Income Tax Planning, Employee Benefit and Retirement Planning, and Estate Planning.

Experience.

Have a minimum of three years' experience in the financial planning process prior to earning the right to use the CFP marks. As a result, CFP practitioners possess financial counseling skills in addition to financial planning knowledge.

Ethics.

CFP practitioners agree to abide by a strict code of professional conduct, known as the CFP Board's Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, to clients and to employers.

Re-Certification Every Two Years.

Once certified, CFP practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years, they must complete a minimum of 30 hours of continuing education, staying current with developments in the financial planning profession to better serve their clients.

 

 

 



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