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“CFP®” stands for certified financial planner. CERTIFIED
FINANCIAL PLANNER™ certificants are individuals who have met the
Certified Financial Planner Board of Standard’s four
requirements:
Education - CFP® certificants must develop their
theoretical and practical financial planning knowledge by completing a
comprehensive course of study at a college or university offering a
financial planning curriculum approved by the CFP Board.
Examination - CFP® certificants must pass a
comprehensive two-day, 10-hour CFP® Certification Examination that
tests their ability to apply financial planning knowledge in an integrated
format that covers the financial planning process, tax planning, employee
benefits and retirement planning, estate planning, investment management,
and insurance.
Experience - CFP® certificants must have three years
minimum experience in the financial planning process prior to earning the
right to use the CFP® certification marks.
Ethics - CFP® certificants agree to abide by a strict
code of professional conduct, known as the CFP Board’s Code of Ethics and
Professional Responsibility, which sets forth their ethical responsibilities
to the public, clients and employers.
To learn more, please visit the
CFP website.
PLEASE NOTE: The information being provided is strictly
as a courtesy. When you link to any of these websites provided here, you
are leaving this site. Our company makes no representations as to the
completeness or accuracy of information provided at these sites. Nor is
the company liable for any direct or indirect technical or system issues
or any consequences arising out of your access to or your use of third-party
technologies, sites, information, and programs made available through this
site. When you access one of these sites, you are leaving this company’s
website and assume total responsibility and risk for your use of the sites
you are linking to.
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