CFP Board unveils resource guide and exam study strategies as fall exam registration begins.
Certified Financial Planner Board of Standards, Inc. released its CFP® Exam Candidate Preparation Toolkit to help candidates develop study strategies, manage time and build support from employers and peers as they prepare for the CFP® Exam. The toolkit release coincides with the opening of registration for the November 2017 CFP® Exam.CE Courses for CFP Professionals
Created with feedback from CFP® professionals, the CFP® Exam Candidate Preparation Toolkit comprises three sections. The first, “Charting Your Path to CFP® Certification,” shows career growth prospects and advantages CFP® professionals have over their competitors in the financial planning profession. The second section, “Create a Supportive Learning Environment,” shows how candidates can call on employers for training, financial support and the work-life balance necessary to study for the exam. The final section, “Develop a Test Strategy,” discusses the topic areas of the CFP® Exam and suggests methods of study that play to the strengths of different learning styles.
View Exam Prep Toolkit Guide
Registration for the next CFP® Exam begins July 20, 2017 with an education verification deadline of Oct. 11 and a registration deadline of Oct. 24. Candidates will select a day within the window of Nov. 7-14 to take the exam. More information about registration is available here.
CFP® professionals have an obligation to ensure that their knowledge and competence remains current. To renew CFP® certification, CFP professionals are required to complete 25 hours of CE activities each year (excluding the year you pass the CFP® examination and the following calendar year). Continuing Education (CE) may fall under the categories of financial planning, practice management, product knowledge or giving back. For more details, visit our Continuing Education page.
FPSC Level 1 certificants are required to complete 12 hours of CE activities each year (excluding the year you pass the FPSC Level 1 examination and the following calendar year). CE may fall under the categories of financial planning, practice management, product knowledge or giving back. An FPSC-Approved Capstone Course, a requirement on the path to CFP certification, qualifies for the equivalent of two years of CE for FPSC Level 1 certificants. For more details, visit our Continuing Education page.
Each year, a percentage of CFP professionals and FPSC Level 1 certificants are chosen randomly for CE audit to ensure that they are compliant with CE requirements.