Steps to Become a Certified Financial Planner®
Research Educational Programs that meet CFP® Board's Education Requirement.
Bryant has several Program options. Each is tailored specifically to meet the needs of a different learning style.
Call a Program Specialist today at 800-329-4996 to find out which one fits you best.
Complete your Course Work.
All Bryant students have 24/7 access to their CFP® curriculum for 21 months from the day they enroll. 21 Months is more than enough time to complete the entire Program. In fact, our Accelerated Virtual Classroom Program will put you on pace to complete the Full Program in only 10 months.
Prepare for the CFP® Certification Exam with a Review Program.
Much like Core Curriculum Programs, there are several competing Review Programs. We have partnered with Keir Education Resourse, which has been highly regarded in the Financial Education industry for over 20 years. We offer Keir's review materials at a very affordable rate ($195 for a $420 value) when purchased with a Full Program package. A 10-week comprehensive Virtual Review is also available. If you are interested in adding the Keir Virtual Review to a Full Program, please call 857-243-2020 for special pricing.
Pass the CFP® Certification Exam.
If you diligently work through steps 1,2 and 3 you will be exceptionally well prepared for the Exam. Have faith in your preparation! We'll see you on the other side as you join the thousands of students that have passed the exam using Bryant's Curriculum.
Meet the Experience and Ethics Requirements.
The Experience Requirement indicates to the public your ability to provide financial planning unsupervised. The Ethics Requirement ensures that CFP® professionals agree to adhere to the high standards of ethics and practice outlined in CFP Board's Standards of Professional Conduct.
Grow your Business and Fast Track your Success.
This one is self explanatory. Once you become a practicing CFP® professional, you will begin to reap significant benefits, including prestige, acknowledgemnt and higher compensation.