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How to Study For (and Pass) the CFP Exam

By Jesse Lineberry, Caleb Brown February 24, 2021 Financial Planning

As financial planning continues its march towards becoming a globally recognized profession, the CFP® designation has become the baseline standard for aspiring financial planners.

Accordingly, CFP® certification has become a substitute for the Series 65 in many states, as attaining the CFP® mark demonstrates not just core financial planning competency but also carries the responsibility of fiduciary advice. Further, it elevates a professional’s standing with the American public and within the profession.


Financial Planning
Jesse Lineberry & Caleb Brown
February 24, 2021