1890 FCS-DIA

Become a Family Financial Planner

Becoming a certified ffp

Phone: 336-334-7850

Fax: 336-334-7265

E-mail: info@1890fcsdia.org

Students who successfully complete the FCS-DIA Family Financial Planning Certificate Registered Program will have met the prerequisite education requirement that allows them to apply for the CFP® certification exam. In addition to this requirement, passing the CFP® Certification Examination plus fulfilling experience, undergraduate degree, and ethics requirements can lead to certification by CFP Board, granting the individual the right to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design)® certification marks. It’s important that students understand the detailed requirements for CFP® certification which are described in the Guide to CFP® Certification. We strongly recommend that you visit www.CFP.net/become for the most current information.  For more information regarding CFP Board policies and procedures, students should contact CFP Board.

Steps to Achieving CFP® Certification

· Complete an educational curriculum covering the financial planning topics

· Pass the CFP^® Certification Examination

· Hold at least a bachelor’s degree

· Meet the experience requirement

· Agree to adhere to CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards and pass background check

· Pay certification fees

Receive authorization to use the CFP^® certification marks

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