Wessel Investment Counsel, LLC

Certified Financial Planner

The Certified Financial Plannerâ„¢ professional studies program leads to the dominant credential in the financial planning industry.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.