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Certified Financial Planner (CFP)
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The Certified Financial Planner (CFP) designation is a globally recognized professional certification for individuals working in the field of financial planning. It is awarded by the Certified Financial Planner Board of Standards (CFP Board) in the United States and by other authorized organizations in various countries.
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- Professional Body: The Certified Financial Planner Board of Standards, Inc. (CFP Board) administers the CFP certification program.
- Certification Offered: Certified Financial Planner (CFP).
- Course Content:
- Financial Planning Principles, Process, and Regulation
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Interpersonal Communication and Professional Conduct
- Duration: The time it takes to complete the CFP certification varies depending on individual study habits and commitments. On average, it takes candidates around 12 to 18 months to complete the educational requirements, pass the CFP exam, and fulfill the experience requirements.
- Eligibility Criteria:
- Candidates must hold a bachelor’s degree or higher from an accredited college or university or have an equivalent qualification.
- Completion of a CFP Board-approved educational program covering the required financial planning topics.
- Passing the CFP Certification Examination.
- Accumulation of 6,000 hours of professional experience in financial planning or related areas (or 4,000 hours if the candidate holds certain qualifying credentials).
- Adherence to the CFP Board’s Standards of Professional Conduct.
- Financial Planning Principles, Process, and Regulation
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Interpersonal Communication and Professional Conduct
- Candidates must hold a bachelor’s degree or higher from an accredited college or university or have an equivalent qualification.
- Completion of a CFP Board-approved educational program covering the required financial planning topics.
- Passing the CFP Certification Examination.
- Accumulation of 6,000 hours of professional experience in financial planning or related areas (or 4,000 hours if the candidate holds certain qualifying credentials).
- Adherence to the CFP Board’s Standards of Professional Conduct.
