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- 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
Passing the CFP® exam demonstrates that you've attained the knowledge and competency necessary to provide comprehensive personal financial planning advice The CFP® exam is a 170-question, multiple-choice test that consists of two 3-hour sessions over one day
- 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
- Accelerated Path | CFP Board
CFP® certification is the standard of excellence in personal financial planning Holding CFP® certification signifies that you are trained and experienced in comprehensive financial planning, and prepared to help your clients chart a course for a secure future
- 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 are highly qualified to develop a holistic plan for your clients' finances
- Eligibility for Taking the CFP® Exam
You can register for the CFP ® exam before fulfilling the certification coursework requirement However, CFP Board must receive verification of your coursework completion by the Education Verification Deadline for your selected exam administration
- CFP Education Requirements Coursework | CFP Board
To become a CFP® professional, complete CFP Board-approved coursework and earn a bachelor’s degree Learn about required hours, credentials, and more
- 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
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