received after completing a formal course program and passing the Certified Financial Planner exam. This examination is designed for financial planners and professionals who want to increase their salary potential, refine their skills and keep up with today's standards in the financial industry. Many colleges and universities offer CFP Certification programs as an extension of other financial management courses, and these courses can be taken either in an offline or online setting.

Significance

The Certified Financial Planner course curriculum is organized by the Certified Financial Planner Board of Standards to provide in-depth training on topics such as insurance planning, investment planning, estate planning and income tax planning.

Function

The educational track for Certified Financial Planner certification requires taking up to eight special courses and passing the CFP Certification Examination. The courses teach students basic principles, rules, and regulations about personal investments, the lifecycle of planning, educational funding and principles of investing using monetary settlements. Students may also learn foundational business concepts such as business entity laws, financial services industry regulations and other basic economic concepts that have an impact on the investment-planning industry.