Individuals looking to become Certified Financial Planners or a CFP must complete several requirments. These requirements to be a CFP include:

• Work History - Candidates must have at least 2 years of Financial or Investment planning experience.
• CFP Exam - Comprehensive exam covering all facets of Financial and tax planning, management and ethics, and more.
• Higher Education - Higher course education completion by a recognized school.

CFP Designation

The Certified Financial Planning designation is accepted and recognized thoughout most of the world. Being a CFP means that you have completed the most complex financial planning designation, and your customers can put their assets, trust and confidence with you.

Financial professionals who wish to become a CFP will come from all sectors of the financial industry. These could include: Insurance Agents (brokers), Stockbrokers, Investment Advisors and Investment Banking, and other Financial individuals. Becoming a CFP will enhance their education, and almost certainly raises their income potential.

CFP Course Books and resources.

CFP (Certified Financial Planning) Exam Fast Track - Study guide covers the essential information needed to pass the CFP Certification Exam. For use as a supplement to financial planning texts and other self-study materials, or a reference for financial services professionals. Includes references and index.

So You Want to Be a Financial Planner - A comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the rights clients. Learn how you can play an important role in ensuring the financial health of future generations.