cfp requirements

CFP Requirements: 4 Steps to Become a Certified Financial Planner

If you’re considering a flexible, intellectually stimulating finance career with high job satisfaction, financial planning is definitely within the top 5, in our opinion. And one of the more prominent, internationally recognized qualification within this field is the Certified Financial Planner (CFP) designation. If you’re considering the CFP exams, this guide covers exactly what you’ll …

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cfp exam dates calendar

CFP Exam Dates: Latest Registration Deadlines

New to CFP exams, or simply need the latest key CFP exam dates? Here’s a neat summary of all the upcoming CFP test dates in the US, so that you can register early to get lower registration fees. We have included a handy frequently asked questions (FAQ) section too, to answer any CFP registration questions …

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cfp certified financial planner guide

CFP Exam: How to Become a Certified Financial Planner

If you’re considering a career in finance, financial planning may be an ideal career path as it offers a great work life balance, decent salary with interesting, client-focused analytical work. It’s a big growth area too, with global demand for financial planning expected to grow faster than average in the next 5 years. In essence, …

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financial planner career path

Financial Planner Career Path: Roles, Salaries & Progression

Financial planners help individuals to reach their long term financial goals. From planning for retirement, to offering the structure and strategy needed to enable clients to make the most of their finances, financial planners advise on a range of issues including tax, investments, budgets and inheritance. Combining expertise with a client-first approach, financial planners provide …

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cfa vs cfp

CFA vs CFP: Which is better for me?

If you have an inkling of which finance career you’re interested in pursuing, it is definitely worth studying for a specialized, globally recognized finance certification to help you secure that desired career path. CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) certifications definitely fit the criteria: highly specialized in their respective field yet still …

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