What are the requirements to hold the CSLP Designation?
Jan 08, 2025
30
- To hold the CSLP®, you must have an active financial license such as an RIA, CFP, CPA, EA, ChFC, CFA, AFC, or state insurance license. If you have another designation, please submit a ticket for approval.
- You must complete the CSLP Exam with a grade of at least 70%.
- You must provide your financial designation, ID, and expiration date. (annual requirement)
- You must maintain an annual ethics statement on file.
