Financial Education for Securities,
Banking, & Insurance Professionals.
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If you want to earn your CFP® certification in the future, you need to take action now to lock in your options.

 
Five Reasons to Take Action Now and Protect Your CFP® Options:
  1. By officially starting a CFP® certification program this year, you’ll lock in a course exemption for the future.
  2. The price of the new required case-study course that goes into effect next year will cost $750: act now and save!
  3. You may have taken a course that earns CFP® program credit and still not have your exemption locked in: check your status!
  4. You don’t have to complete your first CFP® certification course this year to earn your exemption, but you must be registered for one course with an exam date no later than 6/30/12.
  5. You can protect your future CFP® certification options even if you are currently pursuing another educational program.

CFP Board's rules are changing, with new course and exam requirements. If you are not verified as being in the CFP program track with The American College by December 31, 2011, you will be required to take a new case-study course to earn your CFP® certification in the future. This extensive course will include both an oral and written financial plan presentation.

You must:
  1. declare in the CFP® certification track
  2. register for another CFP® program course prior to year end with an exam date no later than June, 2012, to lock in your status; and
  3. act by 12/31/11 to protect your options!

Call a counselor now to verify your current status while there's still time!
888-263-7265


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