CFP INFORMATION

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CORRECT USE OF CFP® MARK BY CFP® BOARD OF STANDARDS: The marks CFP® and CERTIFIED FINANCIAL PLANNER™ are owned by the CFP® Board and are protected by trademark law. Only those individuals who have fully satisfied CFP® Board's requirements are authorized to use the CFP® certification marks. Click here for the Certified Financial Planner Board of Standards website.

CFP® REQUIRED ETHICS COURSE: Click here for a CFP® Board pre-approved list of CE sponsors that offer the course for the Code of Ethics and Professional Responsibility 2-hour CE requirement.

CFP® CLASSES: Click here for an alpha list of CE Providers, approved by the CFP® Board. You may also contact San Diego State University Financial Planning Department (traditional study) at www.sdsu.edu, American College School of Financial Planning (self- study) at www.theamericancollege.edu, and the University of Phoenix (combination of traditional and self-study) at www.uofphx.info or www.uopxonline.com/aboutus.asp for information on their CFP® class programs.

CFP® STUDY GROUPS: The offices of MetLife and MassMutual both offer CFP® study groups at their firm for CFP® applicants, who are FPA members, and use course materials from the American College CFP® self-study program. The study group includes 12 weeks of videotaped courses from professors at the college, along with study materials for each subject and test prep materials.

For more information on the CFP® study group at MetLife, including open class dates, times and costs, contact Hillel Katzeff, CFP® at (858) 550-0425.

For more information on the CFP® study group at MassMutual, including open class dates, times and costs, contact Barry Edney, CFP® at (858) 558-7000.

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