Certified Financial Planner, or CFP, is a professional certification for financial planners administered in the United States by the CFP Board, a non-profit organisation established in 1985, and by twenty five affiliated national bodies elsewhere in the world through the Financial Planning Standards Board. Candidates must satisfy education, examination, experience and ethics requirements, including coverage of roughly one hundred financial planning topics and a six hour, one hundred and seventy question computer based examination, and must complete thirty hours of continuing education, including two hours on ethics, at every renewal. More than two hundred and thirty thousand people hold the certification worldwide. This description is adapted from Wikipedia contributors under CC BY-SA 4.0; changes were made. https://creativecommons.org/licenses/by-sa/4.0/
Facts
Qualification LevelProfessional certification 1 Awarding Body TypeCFP Board (United States) and affiliated national bodies coordinated through the Financial Planning Standards Board 1 Typical DurationCoverage of around 100 financial planning topics, a 6 hour exam, plus experience and ethics requirements 1 Country of Origin Established Year Field of StudyFinancial planning and advisory services 1 Classification
Qualification Type Field of Study
Field of Study (ISCED-F category) In the Other Atlases
Sources
1. Certified Financial Planner (CFP) (Wikipedia)
Wikimedia FoundationIntroduction section
To receive authorization to use the designation, a candidate must meet education, examination, experience, and ethics requirements and pay an ongoing certification fee.
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Description, qualification-type classification
Certified Financial Planner, or CFP, is a professional certification for financial planners administered in the United States by the CFP Board, a non-profit organisation established in 1985, and by twenty five affiliated national bodies elsewhere in the world through the Financial Planning Standards Board.
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