CFP BOARD
THE FINANCIAL PLANNING PROFESSION
Promising Career Prospects
It's a great time to consider a career in personal financial planning. The jobs outlook for financial advisors is very optimistic. Both the U.S. Department of Labor Occupational Outlook Handbook and U.S. News and World Report's annual Jobs Report rank the financial planning field as one with excellent career potential.
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EDUCATION
Two Parts of the Education Requirement
A key element—and often the first step—on the path to CFP® certification is to acquire the knowledge required to deliver professional, competent and ethical financial planning services to clients. The education requirement for attaining CFP® certification includes two main parts.
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THE PROFESSIONAL-DESIGNATION PATHWAY
Study Supports Benefits of CFP® Certification
An independent research study conducted by Aite Group titled "Building a Wealth Management Practice: Measuring CFP® Professionals' Contribution" shows the innumerable benefits of becoming a CFP® professional and demonstrates the certification's continued value to clients as well as financial advisory firms.
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CERTIFICATION
The Professional Experience Requirement
CFP® certification indicates to the public your ability to provide competent and ethical financial planning unsupervised, and CFP Board requires you to have professional experience in the personal financial planning competencies and process. CFP Board recognizes the variety of professional roles in which candidates gain experience.
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