The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning.

The CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified Financial Planner designation, and it wants to hear from the public.

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

To become a CFP, a person has to complete a course of study and then pass a two-part, rigorous examination that covers wealth management, tax planning, insurance, retirement planning, estate ...

That is why CFP Board recently added a new section to its exam topics, the Psychology of Financial Planning, to teach the emotional and interpersonal aspects of financial planning. This topic ...

She completed all the coursework in seven months. From there, she moved into Dalton's CFP study exam prep program, which included several books to read on her own, practice tests and a 36-hour ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

and take the CFP exam. To become an independent financial advisor, you'll need to register a firm with the SEC as a registered investment advisor and yourself as an investment advisor representative.

Eligibility to sit for the CFP® Exam only; designed exclusively for professionals who have a business-related professional degree or significant experience in the financial planning field. The MBA ...

Of that number, only 191 colleges are registered by the CFP Board as being sufficiently rigorous to qualify students to successfully complete the program and sit for the exam to obtain the coveted ...

The CFP® Board is a nonprofit professional regulatory organization that requires education, ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with ...