Congratulations to our team member Benjamin Feltes on earning his CERTIFIED FINANCIAL PLANNER ™ Professional certification and the right to use the CFP® marks!
Ben recently passed the CFP® Certification Examination and met the other requirements to earn the designation. We are proud to recognize this significant achievement and Ben's hard work!
What's involved in becoming a CFP® professional?
Nearly three thousand test takers across the country sat for the CFP® Certification Examination in March 2022.
The exam is the culmination of the CFP® study program, which generally takes one to two years to complete. Candidates must pass the exam and also fulfill the education, ethics and experience components – including at least 6,000 hours of professional experience related to financial planning or 4,000 hours of apprenticeship experience – to become a newly minted CFP®
Only 65% of the test takers passed the exam this March 2022 cycle.
Notably, the March 2022 CFP® Certification Exam was the first to test candidates on Psychology of Financial Planning — a new Principal Knowledge Topic that encompasses interpersonal components of financial planning, such as behavioral finance and effective client communication. CFP Board conducts thorough research to ensure the exam's assessed topics reflect current financial planning practices while preparing professionals to better serve their clients1.
The exam tests knowledge of several required study areas, including:
- Professional Conduct and Regulation
- General Principles of Financial Planning
- Education Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Financial plan development (capstone) course
We are proud of Ben! Here at Heartland Investment Associates Inc. we work continuously to level up our client experience.
If you are curious about how we serve clients, and how our people, our practice and our process uniquely position us to serve our clients, and set us apart: reach out. Give us a call, send us an email or reach out through the form on our website. We are here to serve.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.