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The Agile Finance Transformation Certification Series offers a blueprint to help finance professionals transition to a digital model by following a proven path. Participants gain firsthand knowledge from Oracle finance executives who managed the company’s own digital finance transformation. You can take...
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Some college-level courses related to financial planning A comprehensive examination Several years of work experience in financial planning agreeing to abide by all the codes of ethics and professional responsibility given by the CFP Board Once completing the CFP certification, the board instructs the ...