What are the requirements to become a Certified Financial Planner professional?
Education: CFP professionals must complete a comprehensive course of study at a college or university offering curriculum approved by CFP Board. Examination: CFPpractitioners must pass a comprehensive two-day, 10-hour Certification Examination. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Experience: CFP professionals must have three years minimum experience in the financial planning field. Ethics: CFP practitioners agree to abide by a strict code of professional conduct. CFPBoard also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct. Once certified, CFP practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years, they must complete a minimum 30 hours of continuing education to stay current with developm
