Professional Documents
Culture Documents
What Is A Retirement Planner?
What Is A Retirement Planner?
KEY TAKEAWAYS
A CFP candidate will need to put in up to 1,000 hours to complete the required
coursework and the exam. The CFP applicant must have a minimum education
level of a bachelor’s degree and coursework in financial planning.3
The CFA holder must also have 48 months of related professional work
experience in an investment-related field. The most challenging aspects of
obtaining the CFA certification are the three required examinations. Each is six
hours and are typically taken over several years. The CFA examination tests
topics from these disciplines: accounting, economics, ethics, finance, and
mathematics.4 5