Understanding CFP Certification Eligibility: The Certified Financial Planner designation is recognized globally as a mark of excellence in the financial planning profession. To ensure that candidates meet the necessary standards, the CFP Board has established specific eligibility criteria.
Regular Mode
- Anybody who has cleared 12th grade or equivalent in any stream
- Graduate & Undergraduate: B.Com, BFM, BBI, BMS, BBA etc.
- Post Graduates & Professionals: Education – CA Inter, CA, MBA, M.com etc
Qualification
Insurance, Mutual Fund Advisors, Stockbrokers, wealth managers, and relationship managers with relevant qualifications in eligible to take only one examination under challenge status mode
Challenge Status
A postgraduate in Finance with 3 years of relevant experience can opt for taking only 1 exam i.e. Integrated Financial Planning, to acquire the CFP® Certification.
