The board is now proposing to require aspiring CFPs to have experience in at least three of those areas. More room for pro bono work. For CFP seekers looking to fulfill the experience requirement ...

CPAs and CFP ... work with an adviser who has both credentials. To earn the CPA license, accountants must complete at least 150 hours of education, pass a rigorous four-part exam and meet ...

While you can take the exam before getting industry experience, having several ... who worked as a fiduciary before becoming a CFP. CFPs can work at large banking or financial institutions or ...

the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility. The MBA and Certificate ...