JAFP considers the "four Es" as cornerstones of the certification as a financial planner.

Financial planners must meet rigorous requirements in terms of knowledge, skills, and professional ethics. To become certified, applicants must meet four certification requirements (known as the "four Es"), comprising Education, Examination, Experience, and Ethics.

Education

Completion of a required educational program. To renew your certification, you must meet the continuing education credit requirement as well.

Examination

Once educational requirements are fulfilled, the ability is assessed to comprehensively apply the acquired financial planning knowledge in practice.

Experience

CFP® certificant requires completion of a practical training and a minimum of three years of professional practice experience, in addition to successful completion of examinations.

Ethics

Prior to a certification being issued, you must sign an agreement to adhere to JAFP Ethical Principles and Rules of Conduct.