CFP® Exam Preparation


Why CFP® Certification?

Questions?

(866) 963-8329

 
 
 
Kaplan Schweser's Study Program

"The Kaplan Study material and classroom Review Course were all I needed to prepare and pass the CFP® Exam on my first attempt. You could not ask for a more clear, concise or complete method to prepare for the Exam."

- Russell W. May,
Vice-President - Investments
UBS Financial Services, Inc.

 

Top Ten Reasons to Pursue Your CFP® Certification

First, look at the facts:

  1. 75% of CFP® professionals say that their CFP® certification has been a major catalyst for their success.1
  2. 89% of CFP® professionals are satisfied with their careers.1
  3. Consumers who use a CFP® professional report much higher satisfaction and are more likely to recommend their advisor to a friend.2
  4. 71% of respondents first learned about their financial professional through a recommendation by a family member, friend, or coworker.3
  5. 74% of consumers who have used a financial planner are aware of the CFP® certification marks.2
  6. The CFP Board is the only one of more than 100 financial planning standard groups that enforces its code of ethics.4
  7. The average annual increase in first-year earnings following CFP® certification is 31%.5
  8. Financial planners with four years of experience as a CFP® professional consistently earn in excess of $200,000 per year.6
  9. Financial planners with 15 or more years of experience as a CFP® professional consistently earn in excess of $400,000 per year.6
  10. Financial planning is projected to be one of the fastest-growing occupations. The Bureau of Labor and Statistics predicts overall employment of financial advisers to increase by 30% from 2008 to 2018.

Also, consider what else really matters:

  • Inspire confidence in your clients with the CFP Board's Code of Ethics supporting you.
  • Help your clients with a comprehensive financial planning approach that involves investment strategies, planning for retirement, income tax considerations, estate planning and risk management.
  • Assist your clients with a wider range of financial issues, regardless of market conditions.
  • Attract the most desirable clients with multiple assets to manage.
  • Benefit from higher assets under management per family, per client.
  • Win the business when potential clients consider you and other financial planners who don't have the credential.
  • Limit your liability...you will be more likely to develop customized plans based on sound financial principles.
  • Boost your credibility with other professionals, such as administrators, attorneys and CPAs who refer business to you.

The in-depth knowledge and increased credibility gained from your CFP® certification will help you build solid relationships with your clients. Higher-quality clients are the bottom line goal. Higher-quality clients refer other sought-after clients. Quite simply, your practice will grow and prosper as a result.

How Our Programs Work

Earn your CFP® certification in just nine months. Visit the How Our Program Works page to learn more.

1CFP Board 2008 Certificant Survey
2Certified Financial Planner Board of Standards' 2004 General Market Consumer Survey
32009 National Consumer Survey on Personal Finance
4Investment News, March 10, 2010
5College for Financial Planning 2008-2009 Survey of Trends in the Financial Planning Industry
6College for Financial Planning 2007 Survey of Trends in the Financial Planning Industry

For Online Access click the login button to the right.
Home  •  About  •  Products & Solutions  •  FAQs  •  Contact  •  Help

**Currency conversions are approximate. Your credit card will be charged in USD.

©2010 by DF Institute, Inc., d/b/a Kaplan Schweser. All Rights Reserved. Please read our privacy policy.

CFP Board does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser or verify or endorse the pass rates claimed by Kaplan Schweser. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Kaplan Schweser Logo Kaplan Financial Logo
Call (888) 325-5072 or (608) 779-5599   Thursday, September 2nd - 23:27:58 ET