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. Its 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 bachelors degree

 Meet the experience requirement

 Agree to adhere to CFP Boards 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

To contact us: