Cfp Certification Requirements

Cfp certification is valid for one year.

Cfp certification requirements. To maintain certification cfp professionals must renew their certification by march 31 each year. Submit a properly completed certification application every two years. According to a 2017 cnn money report certified financial planner jobs are expected to grow 30 percent over the next 10 years. A bachelors degree or higher or its equivalent1 in any discipline from an accredited college or university2 is required to attain cfp certification.

You would enhance your professional opportunities while acquiring a broad body of knowledge on financial planning related subjects and professional practice. Fpsbs certified financial planner certification requirements. The bachelors degree requirement is a condition of initial certification. Earning a cfp certification can be a crucial step in your career advancement.

It is not a requirement to be eligible to take the cfp certification examination. A cfp professional works with clients to create comprehensive plans for meeting their long term financial goals such as retirement college tuition business start up a home and so on. Only those who have fulfilled initial and ongoing certification requirements as adapted by an fpsb member organization for its territory or delivered by cfp board in the united states can hold themselves out as certified financial planner professionals. Pay the annual 355 certification fee non refundable.

Learn more about maintaining cfp certification.