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Qualification

Certified Financial Planner (CFP)

Professional and Industry Certifications

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 Level
Professional certification 1
Awarding Body Type
CFP Board (United States) and affiliated national bodies coordinated through the Financial Planning Standards Board 1
Typical Duration
Coverage of around 100 financial planning topics, a 6 hour exam, plus experience and ethics requirements 1
Country of Origin
United States 1
Established Year
1985 1
Field of Study
Financial planning and advisory services 1
Classification
Qualification Type
Certificate 1
Awarding Body Type
Awarding Body Type (category)
Professional Body 1
Field of Study
Field of Study (ISCED-F category)
Services (ISCED-F 10) 1
In the Other Atlases

Originated In

United States

Also in Geography Atlas: where this subject originated.

Source Certified Financial Planner (CFP) (Wikipedia)Lead paragraph of the cited Wikipedia articletier 2
Quote, Lead paragraph of the cited Wikipedia article
The Certified Financial Planner (CFP) certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States.
Sources
1. Certified Financial Planner (CFP) (Wikipedia)
Wikimedia Foundation
  • Introduction section
    To receive authorization to use the designation, a candidate must meet education, examination, experience, and ethics requirements and pay an ongoing certification fee.
  • Infobox and lead section
  • Body text describing awarding body
  • Body text on duration and requirements
  • History or overview section
  • Body text on scope and subject coverage
  • History section
  • Article text: awarding-body-type-category
    The Certified Financial Planner (CFP) certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States.
  • 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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