* Sign the IBCFP declaration to uphold the IBCFP Code of Ethics and Professional Responsibility.
The IBCFP maintains a list of registered education programs.
In its General Information Booklet, the IBCFP provides a detailed topic outline and a list of publications that may help candidates prepare for the exam.
The basic requirement is three years of PFP-related experience for those who have an undergraduate degree (in any major) from an institution accredited by one of the six regional accreditation agencies and who have completed a PFP curriculum registered with the IBCFP. Candidates with undergraduate degrees in financial planning from IBCFP-registered institutions need two years of experience.
The IBCFP enforces its Code of Ethics and Standards of Practice and can suspend or revoke the license of any CFP who violates the code.