The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning.

There’s a bit of wiggle room on the requirement for a bachelor’s degree, though: Aspiring CFPs have five years from the date they pass the CFP exam to complete the bachelor’s degree requirement.

That is why CFP Board recently added a new section to its exam topics, the Psychology of Financial Planning, to teach the emotional and interpersonal aspects of financial planning. This topic ...

She completed all the coursework in seven months. From there, she moved into Dalton's CFP study exam prep program, which included several books to read on her own, practice tests and a 36-hour ...

The CFP® Certification Education Courses are designed to fulfill the education requirement to sit for the CFP® Certification Examination in less than a year. The CFP® Certification Capstone Course ...

If you’re looking to supercharge your career as a financial planner, becoming a CFP® is the way to go. Here’s why it matters… CFP® professionals earn 10% more than their peers—and that ...

Track 2 replaces foundation-level financial planning courses with both advanced-level courses and interdisciplinary studies. Eligibility to sit for the CFP® Exam only; designed exclusively for ...

Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment Strategy Institute. A new undergraduate track Duquesne University plans to unveil ...