What it is
Financial planning certification covering retirement, tax, insurance and investment planning.
How to show it on your CV
Add client count, assets advised and types of plans created.
Example listing
Certified Financial Planner (CFP), [Body], [Year]
- Use the exact official name of the credential.
- State your status honestly: completed, part-qualified or in progress.
- Add the year and the awarding body.
- Back the credential with achievements in your experience section.
Requirements, fees and rules change. Check the awarding body's official website for current details before planning your studies.