Join us in congratulating Beau Bryant, Wealth Advisor for Resolute Wealth Advisor, on earning his CERTIFIED FINANCIAL PLANNER™ Professional certification and the right to use the CFP® marks!
Beau recently passed the CFP® Certification Examination and met other requirements needed to earn the designation. We’re thrilled to recognize this significant achievement and Beau’s hard work!
What’s involved in becoming a CFP® professional?
Over three thousand test-takers across the country registered for the CFP® Certification Examination last month alone.
This exam is the culmination of the CFP® study program, which normally takes one to two years to complete. Candidates need to pass the exam and also fulfill the education, ethics, and experience components – including at least 6,000 hours of professional experience related to financial planning or 4,000 hours of apprenticeship experience – to become newly-minted CFPs.®
The exam tests knowledge of several required study areas, such as:
- Professional Conduct and Regulation
- General Principles of Financial Planning
- Education Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Financial plan development (capstone) course