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Certificate Detail: FINANCIAL - Certified Financial Planner
How do I become a certified financial planner?
Once you qualify, you need to meet the FPSB ethics and experience needs and pass the CFP exam. Once you pass the exam and meet all the requirements you will receive your certification. There is also an annual re-certification fee.
Once you qualify, you need to meet the FPSB ethics and experience needs and pass the CFP exam. Once you pass the exam and meet all the requirements you will receive your certification. There is also an annual re-certification fee.
Courses
| Course Title | Mandatory | Year Span |
|---|---|---|
| General Principles of Financial Planning | Mandatory | 1 |
| Investment Planning | Mandatory | 1 |
| Retirement Planning | Elective | 1 |
| Tax Planning | Elective | 1 |
| Estate Planning | Elective | 1 |