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Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin. Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation , along with continuing education .
The CFP Board imposes continuing education requirements to ensure that financial planning professionals are up to date on the latest regulations, standards and trends in the industry. Ethics is ...
The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
Insurance continuing education, CFP, CPA and CLU/ChFC usually have a set credit hour requirement for a period of year(s), sometimes with specific hour requirements for special topics including but not limited to ethics, long term care and other topics. Since late 1990s, all states allow insurance continuing education classes to be taken on-line.
CFP® candidates must have a bachelor’s degree and complete a CFP® Board-registered education program. CPA candidates need 150 semester hours of education, often requiring a master’s degree.
Financial advisors can live and die by the letters following their name on their business card. The professional designations and certifications you hold often say more about you to clients than ...