Confirmed 8 courses required. Tuition: $985+/course individually, or $6,545 for the 8-course package (a $2,285 saving); case-study course HS 333 is $1,195, planning-applications course HS 347 is $1,725. No single cumulative exam - each course has its own final exam. Also qualifies graduates to sit the CFP exam.
Experience: 3 years of full-time business experience
Training: Complete the College's required courses, each with a proctored exam
High school diploma or equivalent to enroll; 3+ years of experience in financial planning or a related profession required to USE the designation
Valid for 2 years, 30 CE credits per cycle. Renew by cpe.
Annual participation in the Professional Recertification Program (PRP) required to maintain the designation.
US advanced financial-planning designation, common in insurance and wealth firms