What should every student know about financial counseling and planning? To some extent, the minimum requirement is determined by accreditation and certification program requirements, such as the Accredited Financial Counselor program and the Certified Financial Planner (CFP) program. In particular, undergraduate programs in financial planning are influenced by the comprehensive CFP test. However, only a minority of those getting jobs in the financial services industry will obtain the CFP certification. Furthermore, such testing tends to reflect what current practitioners are expected to know, rather than the underlying concepts that ideally should be understood.

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