Certification Name : Certified Financial Planner
Certification ID & Type: 1109 – B – Advanced
Certification Description
The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Certifying Organization
Certified Financial Planner Board of Standards, Inc.(CFP)(0213)
1425 K Street, NW, Suite 500 Washington, DC, 20005
Contact information : 800-487-1497 Or 202-379-2200 Fax : 202-379-2299 Email : mail@CFPBoard.org
Organization Web Link
Certification Details
More than two years of education or training after high school required? Yes
More than two years of work experience required? Yes
Oral or Written Exam Required? Yes
Renewal Required? Every 2 Years
Renew through Continuing Educational Units(CEU)? Yes
Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)? No
More Certification Information
Certification/ Career/ Job Keywords
Financial planner