What is the criteria for initial certification?
Ans. CFP Certification worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfilling the 4 E Criteria of CFP Certification i.e. Education, Examination, Experience, Ethics. Education : A candidate has to undergo the 6 Module CFP Certification Education Program and pass the corresponding Exam 1-4 facilitated by NSE. Considering their higher qualifications & work experience of candidates applying through the Challenge Status Pathway, they are exempted from the Education Program Examination : A candidate , by passing the CFP Certification Examination, exhibits his capabilities to handle the financial planning situations in real life. Experience : Either Pre or Post CFP Certification Exam(3 Years for Graduates & 6 Years for Non-Graduates) is required to achieve the CFP certification. This is to provide and assurance to the public that the candidate fully understands the basic analytical nature of financial planning. Ethics : After meeting the above three requiremen
