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The CFP Board imposes continuing education requirements to ensure that financial planning professionals are up to date on the latest regulations, standards and trends in the industry.
Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin. Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation , along with continuing education .
Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...
The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.
A set amount of money to be used for continuing education or professional training purposes Outplacement, coaching or other support to help you transition to another employer, consulting, or ...
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NAPFA has the highest continuing education requirement in the industry, with 60 credit hours required every two years. The combination of strict fee-only rules and a peer review have kept NAPFA's membership small compared to other professional financial planning organizations.
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