- To be eligible for the Certified Financial Planner (CFP) course, you need to meet the following requirements:
- You must have a bachelor’s degree or be in the final year of your degree program. You must have at least 150 semester hours of college credit, including a minimum number of accounting and business courses.
- You must pass all four sections of the Uniform CPA Exam, which cover topics such as auditing, financial accounting, regulation, and business concepts. You must join the state board of accountancy and agree to follow its rules and ethics.
Note: Eligibility requirements may vary based on the specific course or program you choose. Please refer to the detailed course brochure for more information.