Steps For Earning The CFP Designation | |||
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The following steps are required to earn the CFP ® designation: 1: Complete the Education Requirement Before applying for the CFP ® Certification Examination, you need to complete the education requirement set by CFP Board. You can fulfill the education requirement through one of three paths:
2: Pass the CFP ® Certification Examination The CFP ® Certification Examination tests your ability to apply your financial planning knowledge to client situations. The exam is divided into two separate three-hour sessions. All 170 questions are multiple choice, including those questions related to case problems. The computer based testing (CBT) exam is administered three times a year - Tuesday through Saturday in mid-March, mid-July, and mid-November at Prometric locations. The application deadline is approximately one month prior to each exam date. Application forms can be downloaded or you can call 800-487-1497 to have one mailed to you. Completed applications, including payment of the $595 fee, must be received by the deadlines printed on the applications - there are no exceptions. We recommend the following review courses:
3: Meet the Experience Requirement Within five years of passing the CFP ® exam, the candidate must have at least three years of qualifying full-time work experience or the equivalent 6,000 hours and a bachelor's degree or higher. Qualifying experience includes work that can be categorized into one of the six primary elements of the personal financial planning process. Experience can be gained in a number of ways including:
4: Adhere to the Code of Ethics and Professional Responsibility and Pass A Background Check After you have met the education, examination, and work experience requirements, you must disclose past or pending litigation or agency proceedings and agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. A background check ($100 fee) will also be conducted. 5: CFP Certification Fees And Renewal Upon successfully completing the first three steps, fees will apply as follows:
6: Receive Authorization Receive authorization to use the CFP ® and Certified Financial Planner marks. Recommended Courses and Available Training Options Choose from the recommended courses below or search under "Designations/Certifications" in the search box for "CFP - Certified Financial Planner" Good luck earning your CFP ®! | |||
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