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Certified Financial Planner (CFP)

The CFP Certified Financial Planner is a designation and honor for those who meet these requirements:

Complete one of our Approved Certification Training Courses

Business degree from an accredited college or completed an Accredited College Degree
in finance, tax, accounting, or financial management or financial services or who have a
CPA, JD, MBA, PhD or have masters or other relevant degree.

5 or more years of Business Analysis or Business Intelligence experience

Exemption or Executive Waivers: If you have successfully completed an Accredited Masters Degree or masters in business, management, finance, tax, accounting, financial services, law, or have earned a CPA, MBA, MS, DBA, PhD or JD, Doctorate of Law, or hold a sanctioned Graduate Designation (specify all licenses and designations in your application) - Then, you may be pre-qualified if you have the substantial experience that can be shown in your resume. If you have an AACSB, ACBSP or EQUIS accredited college degree with more than 5 years of relevant experience in this industry you may also submit an application and email documentation of your experience, education, licenses and credentials. If you meet the above requirements above, submit a good faith resume that illustrates the education, experience, and testing that you have or have completed. Send a resume to INFOIATOPL@IATOPL.ORG.

The CFP shows that you have completed all graduate educational requirements in Graduate Finance and achieved professional status along with executive business analysis and management experience.


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