Chools - Dalilna |Certified Financial Planner (CFP)

About Course

This course teaches skills in financial planning, analysis, and advice. The program covers eight principal knowledge domains, such as financial statement analysis, investment planning, retirement planning, estate planning, and professional ethics. The course prepares you for the CFP exam, which requires a bachelor’s degree or equivalent, passing three levels of exams, completing four years of relevant work experience, and adhering to the CFP Board Code of Ethics and Standards of Professional Conduct. The CFP certification can enhance your job prospects and demonstrate your expertise in financial planning. The course will provide a certificate of completion.

Eligibilities

To be eligible for the Certified Financial Planner (CFP) course, you need to meet the following requirements: You must have a bachelor’s degree or be in the final year of your degree program. You must have at least 150 semester hours of college credit, including a minimum number of accounting and business courses. You must have at least one or two years of relevant work experience under a CFP. You must pass all four sections of the Uniform CPA Exam, which cover topics such as auditing, financial accounting, regulation, and business concepts. You must join the state board of accountancy and agree to follow its rules and ethics.