MFP Master Financial Planner ™ – The MFP is a credential that is almost 20 years old. It is for financial planning professionals and specialists. Financial Planning Certification education is important for bank officers, stockbrokers, insurance professionals, tax professionals, lawyers, risk management, investment banking, and brokerage.
Listed on FINRA Education Directory: https://www.finra.org/investors/professional-designations/mfp
Currently offered and recognized by the:
GAFM Global Academy of Finance and Management (GAFM), formerly American Academy of Financial Management
Qualification and Educational Requirements Prerequisites
Experience – Three years of Financial Planning experience.
MFP Master Financial Planner ™ – Education Requirements – Complete at least one of the following:
- Approved degree (graduate or undergraduate) in related subjects, law or a CPA, MBA, MS, Ph.D., DBA, or JD from an accredited school or organization
- Five or more approved and related courses from an ACBSP or AACSB accredited business school or GAFM/AAFM sanctioned program
- Executive Certification training course with INFORMA CHEA recognized program, Thomson Reuters Golden Finance EuroMoney or one of the GAFM Training partners.
- APPROVED Courses hosted by EdX Coursera Futurelearn, Udacity, or Udemy
Exams/Courses: Applicants may take courses and exams at recognized colleges and business schools. ACBSP.org or AACSB.edu or CHEA recognized business school courses and education count toward certification eligibility and not further exams are needed. If you complete the certification course and assessment, then you need not take further exams.
Continuing Education Requirements: 15 hours per year
Apply for Certification or Check Designation Status Online: Email mailto:[email protected]
Published List of Certification Holders in Good Standing: Online Database for Verification
Accredited By: Accredited by the TUV in Europe – Not subject to BREXIT
Certified By:: GAFM holds ISO 9001 and ISO 29990
*MFP MASTER FINANCIAL PLANNER – CHARTER DESIGNATION AND BOARD CERTIFICATION ® is a registered trademark within the USA and a copyrighted educational and training program.