Certification requirements

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• CFP Certification Requirements ExplainedCFP certification has four requirements: education, exam, experience and ethics. Only the coursework must be finished before you sit - the bachelor's …
• The CFP Education RequirementCompletion of a CFP Board Registered Program, covering the Principal Knowledge Topics and including a capstone, must be verified before you sit the ex…
• CFP Board Registered Programs ComparedAll Registered Programs cover the same required content and include a capstone. They differ on format and pace, cost, whether academic credit is award…
• Accelerated Path and Degree EquivalentsHolders of certain credentials - including CPA, CFA, ChFC, CLU, an attorney license and some doctorates - may satisfy the coursework through transcrip…
• The CFP Capstone CourseA required course in which students develop a comprehensive financial plan for a client scenario, integrating all the domains. It is the closest thing…
• The Bachelor's Degree RequirementA bachelor's degree or higher in any discipline, from an accredited college or university, completed within five years of passing the exam. The subjec…
• The CFP Experience RequirementSix thousand hours of professional experience related to the financial planning process, or four thousand hours through the apprenticeship pathway und…
• The CFP Apprenticeship PathwayFour thousand hours under direct supervision by a CFP professional, covering all seven steps of the financial planning process. It is a third shorter …
• The CFP Ethics DeclarationThe ethics requirement involves committing to CFP Board's Code of Ethics and Standards of Conduct, disclosing relevant history through the declaration…
• The CFP Background CheckCFP Board conducts a background check covering criminal, regulatory, employment and financial history, and compares it against your ethics declaration…