CFP® Certified Financial Planner

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Paladin Peer Group Rating

For Investors For Sponsors
  • Credentials (Letters): CFP
  • Credentials (Full Name): Certified Financial Planner
  • Type of Knowledge: Planning, Investment, Insurance
  • Sponsor for Credential: Certified Financial Planner Board of Standards, Inc.
  • Sponsor/Credential Website: www.cfp.net

Program Information

  • Prerequisites: Undergraduate degree and 3 years of planning experience.
  • Curriculum: CFP Board registered program
  • Type of Study: Classroom or self study
  • Estimated Completion Time: Unknown
  • Examination Requirements: 10 hours; Proctored
  • Continuing Education Requirements: 30 hours every 2 years

Investor Functions

  • Advisor Look-Up: Yes
  • Investor Education: Yes
  • Telephone: 800-487-1497
  • Email: mail@cfpboard.org
  • Additional Comments: Most highly regarded financial planner designation. There is some planning information for investors.

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