Planner Resources
FPA San Diego is committed to bringing invaluable resources to its membership. Please find links below that will assist you in accessing helpful information about becoming a CFP®; information about where to find CFP® classes; links for helping the community through the Pro-Bono program; and much more.
For Members
CORRECT USE OF CFP® MARK BY CFP® BOARD OF STANDARDS:
The marks CFP® and CERTIFIED FINANCIAL PLANNER™ are owned by the CFP® Board and are protected by trademark law. Only those individuals who have fully satisfied CFP® Board’s requirements are authorized to use the CFP® certification marks. Click here for the Certified Financial Planner Board of Standards website.
CFP® REQUIRED ETHICS COURSE:
Click here for a CFP® Board pre-approved list of CE sponsors that offer the course for the Code of Ethics and Professional Responsibility 2-hour CE requirement.
CFP® CLASSES:
Click here for an alpha list of CE Providers, approved by the CFP® Board. You may also contact San Diego State University Financial Planning Department (traditional study) at sdsu.edu, American College School of Financial Planning (self- study) at theamericancollege.edu, and the University of Phoenix (combination of traditional and self-study) at uofphx.info or phoenix.edu for information on their CFP® class programs.
CFP® STUDY GROUPS:
Please contact the CFP® Board at cfp.net for information on study groups in your area and/or to inquire how to start a study group.
CFP® STUDY MATERIALS: