CFP - A Hot Employment Trend

Certified Financial Planning is a Hot Career Trend

© Tracey Drake

Sep 18, 2006

Certified Financial Planners are individuals who have met CFP Board’s education, examination and experience requirements. How to become a CFP?


Requirements

CFP® licensees must complete 30 hours of CE each reporting period:

-2 hours from a CFP Board-approved program on CFP Board's Code of Ethics and Professional Responsibility (Code of Ethics) and/or Financial Planning Practice Standards (Practice Standards).

-28 hours from one or more of the accepted subject topics.

Each reporting period, two of the required hours of CFP Continuing Education must be obtained from a pre-approved program on CFP Board's Code of Ethics and/or Practice Standards. No exceptions are made. This requirement is designed to ensure that CFP certificants review and remain informed of the ethics and practice standards to which they agree to adhere to as a condition of certification

Types of courses accepted for CE Credit

-Independent self-study courses

-Classroom study

Final Exam

Self-study final exams are not required to be monitored. A 70% passing score is required for CE; 80% passing score is required for Code of Ethics and Professional Responsibility / Financial Planning Practice Standards.

Carryover Requirements

No carryover of course credits is allowed. All CE requirements must be met within the two-year renewal period.

For Additional Information please Contact: www.cfp.net/downloads/RenewalCEBooklet.pdf

Online courses are available at: http://www.eLicenseSchool.com and the interesting thing I found on this site is that they let you take one course at a time, so you can learn (and pay) at your own pace.


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