![]() Candidates submit to a background check and must disclose any investigations or legal proceedings related to their professional or business conduct. Showing the attainment of certain professional designations or academic degreesĬandidates must pass a comprehensive two-day, 10– hour examination which tests knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.Ĭandidates must have a minimum of three years experience in the financial planning process prior to earning the right to use the CFP® certification marks.Ĭandidates agree to abide by a strict code of professional conduct, known as the CFP Board’s Code of Ethics and Professional Responsibility.Submitting a transcript review or previous financial planning-related course work to the CFP Board for review. ![]() Completing a comprehensive course of study at a college or university.This requirement can be achieved in one of three ways: While anyone can call himself or herself a “financial planner”, only those who have fulfilled the certification requirements can display the CFP ® marks. To earn these marks, an individual must meet education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). ![]() ![]() ![]() The CFP marks represent a Certified Financial Planning designation. Upon approval, the lender will provide a copy of the preliminary title report, appraisal, and an insurance binder listing the appropriate City as a loss. ![]()
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