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Psychology of Financial Planning Specialist (PFPS)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Financial Psychology Institute
Qualification and Training Requirements


Designation Training Requirements

Nine hours of online instructional content

Designation Exam Type

Online, non-proctored exam

Continuing Education Requirements

Three hours of CE and an exam every two years

Verification and Complaints
Online Designation Resource


Investor Complaint Process

Submit complaints via email to [email protected].

Published List of Disciplined Designees