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