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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

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

What Does the CFP Certification Mean?

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. This designation recognizes you as a Certified Financial Planner. A Certified Financial Planner is a professional who works with people to help them meet long-term financial goals. Common examples are retirement planning, saving for college or buying a home. This is a blossoming industry with a great deal of potential for those who choose to pursue it, whether with an established firm or your own business.

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.

Career Opportunities For A CFP

Career opportunities in the financial world for a certified financial planner are countless. You could specialize in one area of financial management such as retirement planning, or you could be a wealth manager, helping people attempt to grow their assets as much as possible. You could work individually or be part of a financial services company of any size. With jobs in the Certified Financial Planner field expected to grow 30 percent over the next 10 years, you can be sure that this certification offers great potential.

How To Become a CFP

The most important step in obtaining your CFP certification is passing the comprehensive CFP exam. However, there is a road to get there. You must first complete a CFP Board-registered education program in which you demonstrate proficiency in six different modules covering all the most important areas of financial planning. Once you have done so and notify the CFP Board, you can schedule the exam.

Study materials for the exam are available through CPATrainingCenter.com and will be crucial if you want to pass the exam on the first attempt.

How Can You Benefit From Certified Financial Planner Training?

Our CFP training is a superior approach to CFP exam prep. While not everyone who takes a CFP review course from CPATrainingCenter.com will pass the exam on the first try, if you put in sufficient study time, your chances of doing so increase dramatically.

Earning a CFP certification through our certified financial planner course options and fulfilling the CFP requirements can offer a number of tremendous benefits to you as a financial services professional. These benefits can include but are not limited to:
  • Improving your daily practice
  • Gain additional education and knowledge of all aspects of your customers financial planning needs
  • Enhance your earning potential (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

What CFP Training Courses Are Available? What About CFP Exam Preparation and Study Materials?

Proper CFP exam preparation is the only way to pass the CFP exam. But, how do you prepare for this exam? The best answer is to study our training materials as much as possible. The CFP Board recommends that you commit at least 250 hours of studying to the exam.

That study includes a focused review of how to apply the information in your training guide to real-world financial situations. It also involves taking lots of practice exams. In general, you want to have a structured studying strategy. Training courses and study materials that CPATrainingCenter offers to give you that strategy include:
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What Are the Training, Educational and Certification Requirements for the CFP?

The CFP has explicit requirements for training, education and certification that aspiring financial planners should be aware of.

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

While passing the comprehensive Certified Financial Planner exam may be the most important qualification for receiving the CFP certification, it is far from the only one. Before you pursue your CFP designation, make sure you are aware of these additional requirements.

Candidates must meet educational and experience requirements, and ethical standards to be awarded the CFP designation. For example, you will need a bachelor’s degree from an accredited university or college. You are permitted to take the exam without a bachelor’s degree, but if you pass, you will be required to earn that degree within five years for your CFP certification to be valid.

In addition to proof of satisfactory education, you will need to show you have sufficient financial planning experience. Acceptable financial planning experience is two years of apprenticeship or three years of full-time personal financial planning. Finally, you will need to pass the CFP Board’s candidate fitness standards, which means you agree to follow the Board’s ethical standards, reveal any employment termination or criminal history and pass a background check.

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.

About Our CFP Exam Preparation and Study Materials

Proper CFP exam preparation is the only way to pass the CFP exam. But, how do you prepare for this exam? The best answer is to study our training materials as much as possible. The CFP Board recommends that you commit at least 250 hours of studying to the exam.

That study includes a focused review of how to apply the information in your training guide to real-world financial situations. It also involves taking lots of practice exams. In general, you want to have a structured studying strategy. Training courses and study materials that CPATrainingCenter offers to give you that strategy include:
  • CFP PremiumPlus Study Solution With Live Review:

    This training course provides you with a virtual classroom environment consisting of seven modules and a live review. You receive everything you need to prepare for the exam, including textbooks, study guide, Qbank and videos. You will receive your print and online materials in plenty of time to prepare for the virtual class. This program comes with a performance tracker to track your progress, email access to instructors and even phone support. The classes themselves are archived, so you can review them at any time. You can complete the live review in person or online. Once you have completed all seven modules successfully, you are eligible to sit for the exam.

  • Online Training Courses:

    We understand a traditional classroom environment is not the best learning modality for everyone. We also know you may have a tight work or family schedule that you need to work around. That’s why we offer online training courses that allow you to learn the material you need to pass the CFP according to your own schedule. You get all the CFP exam study materials, plus access to virtual classroom lessons that you can log into and take whenever you want. Whether you need to wait until you get home from work, the kids are asleep or you have the house to yourself in the morning, these online courses let you study on your own terms.

  • Self-Study:

    Perhaps you know how to learn on your own and just need the materials to do it. In that case, we also can send you CFP exam study materials without you having to participate in any kind of classroom CFP review course. You will still need to demonstrate proficiency in order to sit for the comprehensive CFP exam, but you can learn entirely in your own way. We will provide you with all the information you need to learn the material covered on the exam, and you decide how to absorb that information well enough to pass.
No matter which training option you choose, you can be sure CPATrainingCenter will provide all the study and prep materials you need to pass the exam — the rest is up to you. The harder you study, the better your chances.


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