18-24 months (including coursework)
$925 + coursework/degree costs
Bachelor's degree + CFP Board-registered coursework OR qualifying professional designations (CPA, CFA).
computer based English
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Professional Conduct & Regulation General Principles of Financial Planning Education Planning Risk Management & Insurance Investment Planning Tax Planning Retirement Savings & Income Planning Estate Planning Psychology of Financial Planning
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Financial Planner Wealth Advisor Private Client Manager
