The Challenge Status Program is for professionals who already possess certain skill sets and proficiency which is expected of Financial Planners. A candidate applying for the Challenge Status program needs to appear only for a single examination (Exam 5) and has to meet the experience criteria. Nevertheless, the syllabus under the Challenge Status program is same as in the Regular program.
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The CFP Board has approved a list of degrees or credentials that students must possess in order to waive fulfilling the educational requirements. You may automatically sit for the exam if you possess one of the following degrees or credentials from that list. Students having challenge status may join our program for individual courses to strengthen their knowledge in a particular topic area.
Qualification Criteria Only candidates who are Graduates from a Recognized University and having the following additional Educational Qualifications or equivalent would be eligible under the Challenge Status Program:
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The application for this Program will be accepted after appropriate verification, and it may be noted that meeting the above-mentioned Qualification and Experience criteria does not automatically deem the candidate eligible for the Challenge Status Program. Candidates must provide attestation from their governing Professional Body/ Gazetted Officer confirming their membership / qualification is in good standing/in order. PhD. candidates must provide proof of successful completion of the specific PhD. program.
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Accounting |
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Banking/Trust |
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Consulting |
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Estate Planning |
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Financial Planning/Management |
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Securities/Investment Funds |
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Taxation |
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Journalism/Writing on Personal Finance |
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Law |
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Insurance |
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Retirement/Pension Planning/Employee Benefit |
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Portfolio/Investment Management |
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Teaching at a post-secondary level |