How to become a CFP?

The qualifications you need to become a CFP professional include professional certification, a college degree, and communication skills. You should begin by earning a bachelor’s degree in finance, business, or a related field. You may then obtain professional certification from the Certified Financial Planner Board of Standards by passing an exam and meeting certain prerequisites, such as professional experience or completion of an apprenticeship in a financial planning firm. If you sell financial products such as securities, you must pass addition exams from the Financial Industry Regulatory Authority (FINRA).