CFP® – Certified Financial Planner®

Issued by: Certified Financial Planner Board of Standards, Inc.

Prerequisites/Experience Required: Candidate must meet the following requirements:

  • A bachelor’s degree (or higher) from an accredited college or university, and
  • 3 years of full-time personal financial planning experience

Educational Requirements: Candidate must complete a HCFP-board registered program, or hold one of the following:

  • CPA
  • ChFC®
  • Chartered Life Underwriter® (CLU®)
  • CFA®
  • D. in business or economics
  • Doctor of Business Administration
  • Attorney’s License

Examination Type: CFP® Certification Examination

Continuing Education/Experience Requirements: 30 hours every 2 years

More Information: https://www.cfp.net

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