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.

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 ...

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.

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 Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, the standard in ...

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 ...

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 ...

Roughly 103,000 planners held a CFP mark at the group's last count — nearly double the number who did when Keller started. And a record number of candidates, 10,400, sat for its exam in 2024.

Eligibility to sit for the CFP® Exam only; designed exclusively for professionals who have a business-related professional degree or significant experience in the financial planning field. If you are ...