CPFP® : Certified Personal Financial Planner

CPFP is administered by AAIFM (The American Association for Investment and Financial Management); one of the most renowned associations for financial management and investment in the United States. By earning CPFP candidates demonstrate that they have mastered the Financial Planning body of knowledge, obtained the skills of financial planning management, and committed to AAIFM core values and code of ethics. Earning your CPFP designation not only broadens your skill set, it demonstrates a standardized level of industry knowledge, making you a recognized leader in financial planning management.

CPFP Certification Preparation

If you are studying in order to prepare for the CPFP exam; AAIFM provides candidates with training sessions for many of the exam questions. AAIFM also provide thorough training for the exam modules using its learning system through authorized training providers and prometric centers worldwide.

AAIFM CPFP Recertification

Once you have passed the CPFP exam and received your certification, you will need to stay up to date on developments in financial planning management practices. To prove you have maintained and updated your Corporate Finance management knowledge and skills, AAIFM requires that you recertify every 4 years. (please refer to recertification for more info)

Requirement:

  • A passing score on the CPFP Examination.
  • Bachelor Degree in any field and;
  • A minimum of two years experience in any related Financial Planning area (Asset Management, Capital Markets, Credit, Insurance, finance, accounting, investment…).
  • A Minimum of 25 hours of financial planning approved training.

Exam Format:

The CPFP (Certified Personal Financial Planner) examination is a 3-hour exam, multiple essay and case study analysis questions examination. The exam is given in booklet form.

Exam Outline:

  1. Foundation of Financial Planning
  2. Managing Basic Assets
  3. Managing Credit
  4. Managing Insurance Needs
  5. Managing Investment
  6. Retirement and Estate Planning

Inquiries:

Please e-mail us at info@aaifm.org for any other inquiries. For international candidates; please contact our authorized representatives in your region.

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