Designation Full Title: Certified Financial Planner
Definition: Yes, The CFP® certification is one of the top generalist marks financial planners can earn. This high-quality, rigorous program covers a broad base of financial planning subject areas and trains certificants in the discipline of financial planning.
Issuing Organization: Certified Financial Planner Board of Standards, Inc
Is the designation still offered: Currently offered & recognized by the issuing organization
Is the designation still supported:
What are the prerequisites? Bachelor’s degree accredited university or 3 years full time financial planning experience
What are the requirements to obtain the designation? complete program and hold a CPA, ChFA, CLU, CFA, PhD in Business or econ, Dr in BusAD, Attorney’s license
What type of examination is required to complete the designation process? CFP certification examination
Is there any ongoing continuing education or other requirements to maintain the designation? 30 hours every 2 years
Where can you check if someone has the designation and if it’s current? Yes, http://www.cfp.net/utility/find-a-cfp-professional
Does the designation have a complaint process and if so, where can it be found? Yes, http://www.cfp.net/about-cfp-board/ethics-enforcement/report-misconduct/online-complaint-form
Is there a published list of disciplined designees and if so, where can it be viewed? Yes, http://www.cfp.net/about-cfp-board/ethics-enforcement/disciplined-individuals-by-state
Who is the accreditation through? NCCA, http://www.credentialingexcellence.org/p/cm/ld/fid=86
Recommended for: Accountant, advisor, banker, broker, money manager, or planner
Code of Ethics or Ethics Course? Yes, CFP® candidates must pass all course exams required by approved educational providers and, upon completion of the educational requirements, must sit for the national CFP Board exam, which is administered in 10 hours over a two-day period, to earn certification.
Length of Time For Completion: Not known