CFP®


The Certified Financial PlannerTM designation is issued by the Certified Financial Planner Board of Standards, Inc, and is granted to individuals who complete a CFP Certification Examination and meet the following prerequisites: bachelor’s degree from an accredited college of university and three years of full time personal financial planning experience. In order to qualify, the candidate must complete a CFP Board registered program.  Once issued, the certificant is required to complete ongoing continuing education requirements and maintain the standards administered by the Board. 

 

 

CMFC®

 

The Chartered Mutual Fund CounselorTM Designation is issued by the College for Financial Planning and is granted to individuals who complete a study course and pass a CMFC Certification Examination.  CMFC certificants are required to complete continuing education requirements and maintain the standards of the College.