Anyone can call himself a financial planner, but few can hold themselves out as Certified Financial Planners. The CFP mark has quickly become the industry standard for excellence. This is because CFP certificants have met the following requirements:
- Education - Bachelors Degree or CFP Coursework
- Examination - 2 day exam on general principles of
- Financial planning
- Insurance planning
- Employee benefits planning
- Investment planning
- Income tax planning
- Retirement planning
- Estate planning
- Experience - 3 years' worth of experience with a bachelors degree
- Ethical - Compliance with the CFP Code of Ethics
To learn more about CFP or the CFP mark visit www.cfp-board.org.
