Before you can even apply to the CFP® program, you have to satisfy the preliminary education requirements. At the point in my career that I decided to pursue the CFP® certification, I was more than five years removed from college with my Bachelor’s in finance, so I easily satisfied the education requirement. Currently, the CFP Board allows three different paths to achieve these requirements. Complete a CFP Board-Registered Education Program, Academic degrees and credentials that fulfill the educational requirements include:
- Licensed attorney – inactive license acceptable
- Doctor of Business Administration
- Ph.D. in business or economics
- Request a Transcript Review
Bachelor’s Degree Requirement
A bachelor’s degree (or higher), or its equivalent,1 in any discipline, from an accredited college or university2 is required to attain CFP® certification. The bachelor’s degree requirement is a condition of initial certification; it is not a requirement to be eligible to take the CFP® Certification Examination. After you pass the CFP® Certification Examination, you will be required to provide evidence (official transcript from the degree-granting institution) that you hold a qualified bachelor’s degree or higher degree.
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