Becoming a certified financial planner involves passing the CFP exam and meeting other required guidelines. There is a process to follow to sit for the CFP Exam. It consists of meeting the requirement of having a minimum of three years work experience in the financial planning process prior to obtaining the designation.

There are educational qualifications that must be met to sit for the CFP Exam. Applicants must complete a CFP educational program such as undergraduate, graduate, and/or certificate programs. Studies could be completed via online or classroom instructions. Application for the CFP Exam must be done 7 weeks prior to exam date.

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