Candidates must pass a comprehensive 10-hour examination testing the candidate's knowledge of financial planning, investments, estate planning, tax and retirement planning, and ethics. Preparation for the examination is via five or more educational courses under a curriculum approved by the CFP Board, and offered at more than 100 institutions throughout the United States. CFP licensees are required to renew their license every two years through the completion of 60 hours of continuing education. Chartered Financial Consultant. Awarded by The American College, this designation is based on the completion of eight distance-learning courses offered by the College.
Candidates qualify sequentially through separate post-course examinations.
Courses, five of which are approved by the CFP Board as preparation for the CFP license, include financial planning, investments, estate planning, tax and retirement planning. Awarded by The American College, this designation is based on the completion of eight distance-learning courses offered by the College. Candidates qualify sequentially through separate post-course examinations. Course work emphasizes use and application of life insurance and may encompass life, disability and long-term care insurance, employee group benefits, pensions, and financial, estate, and retirement planning. Certified Public Accountant.