The Certification Process | CFP Board
The CFP® certification process is known as the 4E's: Education, Exam, Experience & Ethics. Together, they prepare you to become a competent, ethical financial advisor.
CFP Board | Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to …
CFP® Certification: The Exam Requirement | CFP Board
Candidates for CFP® certification must pass the CFP® exam, which tests your ability to apply financial planning knowledge to real-life situations. This comprehensive exam ensures that you …
About the CFP Exam
The CFP® certification examination is a key requirement for achieving CFP® certification. By passing the exam, you demonstrate that you've attained the knowledge and competency …
Education | CFP Board
This overview explains the two-part education requirement and what you'll learn on the path to becoming a knowledgeable CERTIFIED FINANCIAL PLANNER® professional.
Why Get Certified - CFP Board
Earning your CERTIFIED FINANCIAL PLANNER® certification is the most beneficial step you can take to accelerate your career and better serve your clients. As a CFP® professional, you’ll …
Find an Education Program - CFP Board
Search for programs at institutions that satisfy CFP Board's education coursework requirement – including a range of program formats and types to fit your needs.
CFP® exam: What You'll Be Tested On | CFP Board
The CFP® Certification Examination assesses your ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. The exam …
Upcoming Exam Dates & Registration Process | CFP Board
The CFP® exam is offered three times a year across 8-day testing windows that take place in March, July and November. You'll be able to select your test day and testing location from a …
CFP® Certification: The Standard of Excellence in Financial Planning
For 50 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and …