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Certified Financial Planner (CFP)

Bank Training Center features CFP training and CFP Review Courses for those persons interested in pursuing the prestigious Certified Financial Planner designation.

The Certified Financial Planner (CFP) designation is the most highly regarded financial planning credential for professionals who assist their clients with personal financial planning, wealth management or estate planning needs.

The CFP certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

To become eligible for the designation, candidates must successfully complete a Board-approved certification educational curriculum and then pass a comprehensive exam that tests their mastery of nearly 100 integrated financial planning topics (for a thorough review of the steps to achieve the CFP designation, click here). Prior to sitting for this CFP Certification Examination, most candidates enhance their CFP preparation by completing a CFP Review Course.

Available Training Options

To prepare for the CFP Certification examination, either select from one of the featured programs below or search under "Licensing/Designations" for "CFP - Certified Financial Planner" in the search box at the bottom of this page.

Pre-Certification Courses

To become eligible to sit for the CFP Certification Examination, candidates must complete pre-certification coursework whose curriculum is registered with the CFP Board. The following courses are Board-certified and will satisfy this education requirement:


Review Courses

Guarantee your CFP Certification Examination success with a comprehensive CFP Review Course! Specifically designed to help professionals prepare to pass the CFP Certification Examination, we offer several options to meet the diverse needs of candidates:


Supplemental Study Materials

Enhance your preparation for the examination with these additional study materials - used either in conjunction with a Review Course or for supplemental, self-study practice.

For details, search under "Licensing/Designations" for "CFP - Certified Financial Planner" in the search box at the bottom of this page.

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