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| Anyone can call himself a financial planner, but few can hold themselves out as a Certified Financial Planner™ . The CFP® mark has quickly become the industry standard for excellence. This is because CFP® certificants have met the following requirements: |
Education Requirements |
Bachelors Degree
CFP® coursework in the following areas: |
Financial planning
Insurance planning
Employee benefits planning
Investment planning
Income tax planning
Retirement planning
Estate planning |
Examination Requirements |
2-day exam on all areas of the coursework |
Experience Requirements |
| 3 years' worth of experience with a bachelors degree |
Ethical Requirements |
| Compliance with the CFP® Code of Ethics |
| To learn more about CFP® or the CFP® mark visit www.cfp-board.org. |
