Designed to provide broad knowledge of the financial planning process, the CFP® curriculum of five print and online courses covers insurance and financial planning; income tax planning; investments; retirement planning and employee benefits; and estate planning fundamentals.
How To Get It:
CFP® training is available from several institutions. Two of the most well known are The College for Financial Planning in Greenwood Village, Colorado, and The American College in Bryn Mawr, Pennsylvania. Both providers offer distance-learning programs.
Once you complete the CFP® certification curriculum through The College for Financial Planning, The American College or another institution, you must apply to the CFP® Board to sit for the CFP® Certification Examination.
You Should Know:
CFP® status is granted to those who pass a comprehensive two-day, 10-hour examination designed to mimic the multiple demands of the client-planner relationship. Biannual license renewal and continuing education are required. CFP® candidates must have three years of financial planning experience as well as a college degree or certificate from an approved educational program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERÔ, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.