How do i become a certified financial planner USA

Jumping on to the journey to become a Certified Financial Planner (CFP) in the USA is a judicious and worthwhile venture. This journey involves certain steps to secure proficiency in financial planning and adherence to ethical standards.

To begin with, aspiring CFP professionals must meet the educational requirements. This typically involves securing a bachelor's degree or higher from an accredited university. 

Following this, the candidate has to complete a program which is approved by the CFP Board. The program should cover key areas such as insurance, investment planning, tax planning, retirement planning, and estate planning.

Along with the necessary educational qualifications, relevant work experience is also required as this practical exposure is crucial for sharpening skills and gaining insights into real-world financial scenarios. Candidates are required to complete a minimum of 6,000 hours of professional experience, or 4,000 hours through an apprenticeship option.

With education and experience secured, the next step involves passing the CFP exam. The exam assesses candidates' knowledge across various financial planning domains, ensuring a comprehensive understanding of the subject matter.

In the end, commitment to ethical conduct is crucial . Aspiring CFP professionals must adhere to the CFP Board's Code of Ethics and Standards of Conduct, showcasing integrity, professionalism, and a client-centric approach.

Upon successfully completing the above mentioned steps, individuals can proudly attain the prestigious CFP certification, marking their proficiency in the field of financial planning and their dedication to the highest ethical standards.

Details about The Certified Financial Planner (CFP) Exam

The CFP Exam is a 170-question, multiple-choice exam that will be conducted in two parts of three hours each throughout just one day. Every portion is separated into two independent subsections. The test consists of both independent questions and questions pertaining to real-world studies.

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MyLogicvideos stands as the self-learning module (SLM) platform affiliated with MyLogic Group, an industry trailblazer renowned for delivering world-class training in finance professional courses.From its inception, MyLogic embarked on a journey to offer excellence in education within the realms of Finance and Accounting.Mylogicvideos offers comprehensive study materials in both soft and hard copies, complemented by expert instruction through Self Learning Module Platform and live interactive online classrooms. Accessible from any corner of the world, whether from the comfort of your home or office, this platform ensures a seamless and enriching learning experience with its distinguished faculty.

valuable source for candidates

  • Exam prep checklist
  • Exam Candidate handbook
  • Exam Prep Toolkit
  • Study group Forum
  • Mentor Program
  • Scholarship
  • Tax tables & formulas
  • Exam Fledge


As you aspire to become a Certified Financial Planner in the USA, MyLogic Videos becomes your ally, offering a dynamic blend of expert instruction, a rich repository of study materials, and the flexibility of self-paced learning. From in-depth modules to live interactive classrooms, our platform caters to your diverse learning needs, empowering you to excel in the CFP exam and beyond. Enroll with MyLogicVideos and unlock the door to a successful and rewarding career in financial planning. Your journey to CFP certification begins here.

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