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. 





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.