Issued by the CERTIFIED FINANCIAL PLANNER Board of Standards (202-379-2200, www.cfp.net). The CFP® designation is conveyed to financial professionals who have demonstrated mastery of nearly 100 topics dealing with integrated financial planning. Successful candidates must typically hold a Bachelor’s degree, complete required course of study, hold relevant work experience, pass a background check, pass a 10 hour examination and comply with a code of ethics. Continuing Education Requirements – 30 hours every two years.