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