CFP® stands for certified financial planner. CERTIFIED
FINANCIAL PLANNER™ certificants are individuals who have met the
Certified Financial Planner Board of Standards four
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,
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 Boards Code of Ethics and
Professional Responsibility, which sets forth their ethical responsibilities
to the public, clients and employers.
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