CFP Curriculum

The CFP (Certified Financial Planner) curriculum is a comprehensive program that prepares individuals to provide expert financial advice. It covers core areas such as investment planning, retirement and estate planning, insurance, tax strategies, and ethical practices. The curriculum combines theoretical knowledge with practical skills, ensuring planners can analyze clients' financial situations and develop tailored plans. It emphasizes integrity, professionalism, and a client-focused approach, aiming to help people achieve their financial goals responsibly and effectively. Completion of this curriculum is required to earn the CFP designation, signifying expertise and adherence to high ethical standards in financial planning.