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The CFP Board imposes continuing education requirements to ensure that financial planning professionals are up to date on the latest regulations, standards and trends in the industry.
Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...
The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.
Certification Requirements: CFP® candidates must complete a CFP Board registered education program, hold a bachelor’s degree, pass the CFP® exam, and fulfill a professional experience ...
Harvard Extension School (HES) is the continuing education School of Harvard University, a private Ivy League research university in Cambridge, Massachusetts, United States. Established in 1910, it is one of the oldest liberal arts and continuing education schools in the United States. Part of the Harvard Faculty of Arts and Sciences, HES ...
The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner (CFP) is largely considered the gold standard in financial planning.
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