CFP (Certified Financial Planner) Exam Tutoring

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CFP EXAM Overview

The Certified Financial Planner (CFP) degree is one of the more respected certifications in the financial services industry. CFPs have met rigorous professional standards and have agreed to adhere to key principles of integrity, objectivity, and professionalism as they advise their clients on how to organize their financial lives, plan for key milestones like college or retirement, and generally build wealth over time.

To become a CFP, you must pass an exam that tests your ability to integrate and apply a broad base of financial knowledge within real-life financial planning situations. The exam covers 8 principle areas:

• Professional conduct and regulation
• General financial planning principles
• Education planning
• Risk management and insurance planning
• Investment planning
• Tax planning
• Retirement savings and income planning
• Estate planning

For a more detailed exploration of the concepts covered on the CFP exam, visit cfp.net.