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Certified Financial Planner

Designed to help financial planning practitioners address their clients’ needs in a coordinated manner, the Certified Financial Planner™ professional studies program leads to the dominant credential in the financial planning industry.

As such, it covers a broad range of disciplines that are relevant to the financial planning process:

• General Principles of Financial Planning
• Insurance Planning & Risk Management
• Employee Benefits Planning
• Investment Planning
• Income Tax Planning
• Retirement Planning
• Estate Planning

To see a detailed list of examination subtopics, click here.

To visit the Certified Financial Planner Board of Standards, Inc.’s website, click here.

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