According to the CFP board, if you hold one or more of the following, you are eligible to challenge the
CFP(R) certification examination:

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Analyst (CFA)
  • Ph.D (in business or economics from an accredited U.S. college or university)
  • Doctor of Business Administration (from an accredited U.S. college or university)
  • Licensed attorney and/or licensed Certified Public Accountant (CPA) (If license is inactive, a letter stating your status of good standing must be provided from the licensing board in question.)
  • Certified Employee Benefits Specialist (CEBS), plus two qualified courses
  • Professional Financial Planning Course (PFCP)

Alternately, you can request a transcript review in order to demonstrate to the CFP board that you have completed the educational requirement through other coursework.

See the CFP board's Guide to Certification for more detailed information, or request information on becoming a CFP here.

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