Leslie Myers, CLU, CFP®, MBA
Michael Rosenthal, CFP®

CONNECT

Address:

650 South Cherry Street, Ste. 1250
Denver, CO 80246

Phone:

(303)393-0340

Fax/Other:

(303)393-0332

CERTIFIED FINANCIAL PLANNER ™ 

To earn the CFP® Board designation, several requirements must be met. – The first is education, which has been updated in 2007 to require a bachelor's degree (or higher), or its equivalent in any discipline, from an accredited college or university.  As a first step to the present CFP® certification criteria, students must master a fairly rudimentary list of approximately 100 topics on financial planning. The curriculum taught must be the equivalent of 18 semester credit hours (e.g. 6 courses). The topics cover major planning areas such as:

 

  1. General Principles of Financier and Financial Planning
  2. Insurance Planning
  3. Employee Benefits Planning
  4. Investment and Securities Planning
  5. State and Federal Income Tax Planning
  6. Estate Tax, Gift Tax, and Transfer tax Planning
  7. Asset Protection Planning
  8. Retirement Planning
  9. Estate Planning
  10. Financial planning and consulting