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.

FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Earning ...

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 ...

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 ...

Changing the CFP's entrance examination to state that "competency to practice independently as a financial planner" has to be shown by the completion of four specific certification requirements.

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 ...

To learn more about CFP certification, visit FP Canada's certifications webpage. The CFP exam is a standardized national exam with questions focusing on specific elements of the FP Canada ...

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 ...

"Congratulations to everyone who wrote the CFP exam successfully in October," says Tashia Batstone, FP Canada President and CEO. "Earning CFP certification is a significant accomplishment — one ...

The CFP Board, which administers the planning credential, reported a 65% pass rate in its most recent exam results. The CFA ...