Blog Article

Changes to the CFP Education and Exam Requirements in 2012

Students that begin a CFP Education program on January 1, 2012 or later will be required to complete a Financial Plan Development and Presentation course. The CFP Board is requiring this course to be 45 contact hours or equivalent to a 3 credit hour course. The course will require students to gather client data, analyze, evaluate and present recommendations. Students that start their CFP Education as late as December 31, 2011 will not be required to complete the Financial Plan Presentation course. Another important change is that challenge candidates (CFA, CPA, ChFC, CLU, CEBS, DBA) will be required to complete the Financial Plan Presentation course in order to sit for the March 2012 exam, or later. If a challenge candidate registers for the November 2011 CFP exam as a “challenge candidate”, but does not pass the November exam, they will not be required to complete the Financial Plan Development and Presentation course to take the exam in March 2012 or later.

According to the CFP Board, “this capstone course requirement has been designed to enhance the knowledge, skills and abilities of individuals seeking to attain CFP® certification and implement an assessment of their ability to deliver professional and competent financial planning services to the public.”

The Financial Plan Development and Presentation course does not impact the requirements to pass the CFP exam. This course is simply a requirement, as part of the education requirement, to sit for the CFP®Certification Examination. Dalton Education will be offering a a blended self-paced and live online option for students to satisfy this new education requirements. For more information, please watch this video, or feel free to contact us if you have any questions (877) 863-3009.


Joseph M. Gillice, CPA, CFP®
Dalton Education, LLC
o: (877) 863-3009 x224
f: (877) 884-4711
c: (770) 851-8209

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