The CERTIFIED FINANCIAL PLANNER Board of Standards mandates a strict and demanding set of requirements in order to achieve this recognition. The practitioner must pass a rigorous exam focused on topics that include: general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, estate planning and professional conduct and regulation. The CFP® designation is widely known as the standard of excellence in the financial planning industry and requires CFP® professionals to complete continued education throughout their career in order to evolve with the changing demands that the industry presents.

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