The board is now proposing to require aspiring CFPs to have experience in at least three of those areas. More room for pro bono work. For CFP seekers looking to fulfill the experience requirement ...

They also need to have a bachelor’s degree, finish college or university-level coursework through a CFP Board-registered program, and get 4,000 to 6,000 hours of work experience. As of 2025 ...

Much like the CPA license, the CFP® certification requires completing coursework, fulfilling relevant experience requirements ... to figure out if that would work for you. How to Help Accelerate ...

While you can take the exam before getting industry experience, having several ... who worked as a fiduciary before becoming a CFP. CFPs can work at large banking or financial institutions or ...

the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility. The MBA and Certificate ...

David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, the standard in ...