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Certified Financial Planner (CFP)

Become A Certified Financial Planner!

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

Whether you are new to the financial industry, or are an experienced financial planner, chances are you know about the prestigious CFP certification. With many Baby Boomers heading toward retirement, the need for personal financial planners is growing every day. Recognized as the highest standard in personal financial planning, earning the CFP mark will give you tremendous opportunities in your financial career.

Improve your daily practice:
  • Gain additional education and knowledge of all aspects of your customers financial planning needs
  • 70% of CFP professionals say their CFP certification contributes directly to their success
Enhance your earning potential:
  • Studies show that the average annual increase in earning following CFP certification is 18%
  • Both solo and team CFP professional practices generate at least 40% more in revenue compared to other practices
Boost your value in the industry:
  • Instill greater confidence in your clients with the most recognized designation in personal financial planning
  • Careers in financial planning continue to grow, with more and more Americans pulling their finances together for the future

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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.

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