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Certified Financial Planner (CFP)

Are you searching for Certified Financial Planner (CFP) exam prep training? Then you've come to the right place!

CPATrainingCenter.com offers Certified Financial Planner training and certification courses for those individuals interested in earning the prestigious CFP designation.

The Certified Financial Planner (CFP) designation is the undisputed professional credential for persons who typically advise clients on a wide array of financial planning issues.

The CFP designation signifies that an individual working in this field has attained comprehensive knowledge of the following subjects: fundamentals of personal financial planning, insurance and employment benefits, investment planning, income tax planning, planning for retirement, estate planning.


Curriculum

Candidates must pass an examination for each of the following modules from a Board-approved provider to earn the designation, then a comprehensive Certification Exam at the successful completion of all six modules:
  • Fundamentals of Personal Financial Planning
  • Insurance and Employment Benefits
  • Investment Planning
  • Income Tax Planning
  • Planning for Retirement
  • Estate Planning

Challenge to Sit for the CFP Examination

Certain degrees and professional credentials will automatically allow individuals to sit for CFP® Certification Examination without having to complete these six modules above; these are:
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Analyst (CFA®)
  • Ph.D. in business or economics*
  • Doctor of Business Administration*
  • Licensed attorney - inactive license acceptable**
  • Licensed Certified Public Accountant (CPA) - inactive license acceptable**
  • Certified Employee Benefits Specialists (CEBS) credential, plus the addition of two courses
*Degree must be from a regionally-accredited U.S. college or university
**Must provide a letter from the applicable licensing board stating that you are in good standing with that authority.


Certification Examination Requirements

The CFP® Certification Examination is a 10-hour examination, divided into one four-hour session (Friday afternoon) and two three-hour sessions (Saturday). The exam is offered three times a year: March, July and November. The exam is offered at a number of locations across the United States, internationally on a case-by-case basis.


Additional Requirements

Candidates must meet educational and experience requirements, and ethical standards to be awarded the CFP designation.


Continuing Education Requirements

Candidates are required to complete 30 hours of continuing education every 2 years. Credit hours may be earned in the form of courses, seminars, workshops, technical meetings, self-study packages, or on-line courses.


Recommended Courses & Available Training Options

CPATrainingCenter.com offers the Live Review Courses to help candidates to pass the comprehensive CFP® Certification Examination.

Simply select from the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "CFP - Certified Financial Planner".

CFP Board-Registered Programs (6 modules) can be found on our sister site, ABTrainingCenter.com.

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