Career Details

Certified Financial Planner

Description

The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Certifying Organization

Certified Financial Planner Board of Standards, Inc.

Details

If significant education or training is needed? Yes

If significant work experience is needed? Yes

Is an exam required? Yes

How many years until certification must be renewed? 2 year(s)

Certification can be renewed with Continuing Education Units? Yes

Certification can be renewed with re-examination? Unknown

Certification can be renewed with Continuing Professional Development? Unknown

Certification can be renewed in multiple ways? No

Certificates

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Certified Trust and Fiduciary Advisor

Certifying Organization

American Bankers Association

Type

B - Advanced

Certificate name

Certified Funds Specialist

Certifying Organization

Institute of Business & Finance

Type

C - Specialty

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