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CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
You must complete the certification coursework through a CFP Board Registered Program before you can sit for the exam. In 2019, the pass rate for first-time exam takers was approximately 67%. The experience requirement prepares you to provide personal financial planning to the public without supervision.
What Makes CFP® Professionals Different. When you choose a CERTIFIED FINANCIAL PLANNER™ professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real ...
Nerdy takeaways. To earn a CFP certification, financial planners must show proficiency in risk management, investment, tax, retirement, income and estate planning. Certified financial planners are ...