Certified Financial Planner (CFP®) — U.S.

Premium CFP Board CFP® Designation (U.S.) — Top Financial Planning Credential

Delivered by Edunx Learning

Quick Reference Card

CFP® Is THE Top Financial Planning Designation in the U.S.

In the U.S. and Canadian insurance markets, it’s common to see:

• S. CFP® holders earn $115,000 – $200,000+
• Senior wealth advisors with CFP cross $250K+
• CFP® designation increases income by 25-50% on average

What creates the income gap?

• CFP® is the gold standard for financial planning in the U.S.
• Required for senior wealth advisor and financial planner roles.
• Cleanest path to fee-only fiduciary practice.

This Is Premium Training — Not ‘Costly Training’

Edunx Learning is not a low-cost provider — and that is intentional. Cheap programs sell content. Premium programs deliver outcomes. Premium training saves time, avoids mistakes, and reduces career risk — so you get certified and move into higher-value roles faster.

What Is CFP®

CFP® (Certified Financial Planner) is the senior U.S. financial planning designation. Awarded by the CFP Board of Standards.

Requires education (CFP-approved coursework or qualifying degree), CFP exam, ethics review, and 2 years of qualifying experience (or 3-year apprenticeship).

Translation: CFP® is the top U.S. financial planning credential.

Why This Credential Matters

• Standardization: CFP Board (the U.S. authority).
• Credibility: globally recognized, fiduciary standard.
• Career Ceiling: senior wealth management and financial planning.

Who Provides This Certification

Issued by the CFP Board (Washington, DC). Edunx Learning provides 60-day intensive prep and exam coaching.

Why Carriers and Brokerages Demand This Credential (USA & Canada)

• S. wealth management firms (Morgan Stanley, Merrill Lynch, Edward Jones, Schwab, Fidelity) recruit CFP® heavily.
• Stackable with CIC, CLU, ChFC, CPA.

The Truth About the Insurance Career (USA & Canada)

Many candidates say insurance is a low-paid career. The accurate truth: top insurance professionals out-earn most professionals. Designations + premium book of business + senior advisor status = $200K+ income.

Our Belief & Mission

“Great insurance professionals are made through guided learning, not guesswork.”

Our mission: Personalized guidance. Transparent process management. Career-focused training. So you achieve your designation with confidence.

Program Fee & Flexible Payment Options

Total Program Fee: $2,995 USD

⚠️ CFP Board exam fee ($925) + annual dues ($355) paid directly.

Payment Options:

• Option 1: $599 to enroll + $2,396 staged across modules
• Option 2: PayPal Pay Later — pay over 12 months (0% interest for eligible users)

Why Professionals Trust Edunx Learning

Edunx LLC is a U.S.-registered education and consulting firm based in Austin, Texas, serving clients across the U.S., Canada, and worldwide.

We have guided 5,000+ professionals from companies such as Amazon, Accenture, Deloitte, Capgemini, and Wells Fargo in achieving global certifications and advancing their careers.

We also collaborate with global training partners including Simplilearn, Edureka, and KnowledgeHut.

Our vision: To make global certification journeys effortless, ethical, and impactful.

Frequently Asked Questions

Q: Is CFP® only for insurance?

A: No — CFP® covers all financial planning (insurance, investing, tax, retirement, estate).

Q: Do I need a degree?

A: Yes — bachelor’s degree required by certification time.

Q: How long does CFP® take?

A: Typically 18-24 months from start to designation.

Q: Does CFP® expire?

A: Lifetime designation with annual dues + 30 CE hours every 2 years.

Q: Does the program include CFP Board fees?

A: No.

Final Call to Action

If you want stability, premium career growth, fiduciary credibility, and a guided, stress-free certification journey — this is your next step.

✅ Book your CFP® consultation with Edunx Learning