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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What Professionals Say About Dalton
"I recommend Dalton's CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass."
"It came down to the enrollment advisor's responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton's questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!"
"Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!"
"I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!"
"Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material."
"What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others."
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