Is CFP® Certification Right for You?
Are you considering CFP® certification, but are unsure if you can handle it? Get a sneak peek at the beginning of the College for Financial Planning's education program to get a feel for whether CFP® certification is the right fit for you. This free eBook will provide you with information about the financial planning process learned in Course FP 511: General Financial Planning Principles, Professional Conduct, and Regulation. It also includes several analytical problems that will allow you to apply the knowledge you learn in real-life scenarios.
This free eBook answers introductory CFP® certification education questions like:
- What is financial planning?
- What are the material elements of financial planning?
- What are the CFP® certification job task domains?
- What is the six-step financial planning process?
Download Your Free Copy of this eBook
STEP 1: Enter your email address in the form below, and click “Download.”
STEP 2: You will receive an email from College for Financial Planning, a Kaplan Company with a link to the eBook.
STEP 3: Click the link in your email to access your free eBook.
Original Creator of the CFP® Mark: In 1969, the International Association for Financial Planners (IAFP) and the College for Financial Planning were created to help meet the financial needs of Americans.
In 1985, the College entered an agreement to establish an independent, nonprofit certifying and standards-setting organization. Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new organization, International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), now known as CFP Board. For more information, please visit www.cfp.net/about-cfp-board/history.