CFP Exam Dates There are three available testing windows, each lasting eight days. Those windows are in March, July, and November and they each have a three-month registration window which closes two weeks before the actual exam week. Once your registration is confirmed, you will be given ins...
–Pass CFP exam; –Complete either 6,000 hours of professional experience related to financial planning, or 4,000 hours of apprenticeship experience that meets additional requirements; –Complete CFP’s ethics declaration and background check. ...
Dates Jarvis Financial1 year, 2 monthsOct 2023 - Present Shilanski & Associates Inc5 monthsOct 2023 - Mar 2024 Financial Insights Wealth Management5 years, 1 monthAug 2018 - Sep 2023 Ubs6 monthsNov 2017 - May 2018 Student3 years, 3 monthsAug 2014 - Nov 2017 ...