The CFP® marks are awarded to individuals who
have successfully completed the certification
requirements of the
To obtain the CFP® certificate, the
following qualifications must be met:
Examination. An individual must
successfully complete the CFP® Board’s
Comprehensive Certification Examination, which
tests the individual’s knowledge on a multitude
of key financial planning topics. The exam is a
two-day, ten hour endeavor.
Experience. An individual must
acquire three to five years of financial
planning-related experience prior to receiving
the right to use the CFP® marks.
Ethics. An individual must
voluntarily ascribe to the CFP® Board’s Code of
Ethics and Professional Responsibility. This
voluntary decision empowers the CFP® Board to
take action if a CFP® professional should
violate the code of ethics. Such violations
could lead to disciplinary action, including the
permanent revocation of the right to use the CFP®
marks.
Education. A CFP® professional
must have at least a Bachelors degree, pass five
modular test prior to the comprehensive exam,
and obtain 30 hours of continuing education
every two years in the body of knowledge
pertaining to financial planning areas such as
estate planning, retirement planning, investment
management, tax planning, employee benefits, and
insurance.
Looking to hire a CFP®
professional? Contact
us today for a complimentary, no obligation consultation.
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