- CFP Board | Certified Financial Planner Board of Standards, Inc.
CFP Board sets and enforces standards for the CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning
- 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
- Accelerated Path | CFP Board
The Accelerated Path allows you to bypass much of the coursework requirement for CFP® certification, if you hold a CPA, CFA, ChFC, CLU, licensed attorney, etc
- Eligibility for Taking the CFP® Exam
You must complete the education coursework requirement before sitting for the CFP® exam, but you can register for the exam before you complete that requirement
- CFP® Certification: The Exam Requirement | CFP Board
The CFP® exam is a 170-question exam offered 3 times yearly that tests candidates' knowledge of financial planning and their ability to apply it to real-life scenarios
- Education | CFP Board
The two-part education requirement includes: (1) completion of CFP Board-approved coursework, and (2) a bachelor's degree from an accredited college or university
- 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 necessary to provide comprehensive personal financial planning advice to your clients CFP Board is here to guide you with the support, tools and resources you need for a successful exam experience
- CFP® Certification: The Standard of Excellence in Financial Planning
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client This means they have agreed to put your best interests first, so they can provide you confidence today and a secure
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