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How do I earn the Certified Financial Planner (CFP) certification?

April 26, 2017Certification certified CFP earn financial planner

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How do I earn the Certified Financial Planner (CFP) certification?

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Candidates must complete an FPSC Accredited Education Program or meet FPSCs Approved Prior Credentials Policy, successfully complete the Certified Financial Planner® (CFP®) Examination and meet a work experience requirement. When applying for certification, candidates must disclose past or pending litigation proceedings, commit to abide by the CFP Code of Ethics and acknowledge the right of FPSC to enforce the CFP Code of Ethics as described in its Disciplinary Rules and Procedures. After certification, CFP professionals must attest annually to compliance with the CFP Code of Ethics and the Continuing Education (CE) requirement. Certificants must also pay an annual renewal fee. Upon certification, certificants will receive information regarding the maintenance of the CFP certification. Please visit www.cfp-ca.org in the CFP Candidates hub for a list of accredited education programs and the complete Approved Prior Credentials Policy.