CFP Eligibility

Date2/19/2024 12:13:59 PM
To be eligible for the CFP® certification, you must meet the following criteria:
Hold a bachelor's degree: Any accredited bachelor's degree qualifies, regardless of your major.
Complete CFP® Board-registered education program: This comprehensive program equips you with the knowledge and skills necessary to excel in financial planning. Fintram offers a variety of CFP® education programs designed to fit your learning style and schedule.
Pass the CFP® Certification Exam: This rigorous exam tests your understanding of the ten CFP® knowledge domains and your ability to apply them to real-world scenarios.
Meet the experience requirement: You must have three years of relevant experience in financial planning before you can use the CFP® designation.
Like us on Facebook!