Certifications › Financial & Insurance Credentials

Certified Financial Planner™ (CFP®)

Certification Voluntary. It proves competence, but nobody is stopped from working without it.

They’ve passed a rigorous national exam and meet ethical and education standards for comprehensive financial planning.

Offered by: CFP Board
Who it's for: Financial advisors, planners, and wealth managers
Format: Coursework, exam, ethics review, and ongoing CE
Time commitment: 12 to 18 months of prep
Cost: $925 exam fee plus cost of education program
Website: cfp.net

Key skills covered

Retirement income planning
Estate transfer strategies
Investment and risk management
Tax and insurance coordination

Costs, eligibility, and renewal requirements are set by the issuing body and change without notice. Confirm the current requirements with them before you enroll or sit an exam.

Visit the issuing body

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