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CFP Certification

In addition to completing the CFP® Certification curriculum, you must satisfy the following requirements established by the CFP Board:
  • Bachelor’s degree (or higher), or its equivalent, in any discipline, from an accredited
    college or university
  • Three years of full-time business experience prior to being awarded the CFP® certification
  • Pass Candidate Fitness Standards and background check
For more information please visit www.CFP.net

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The mark ChFC® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.