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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
- How to Become a Certified Financial Planner: The Process | CFP Board
Become a certified financial planner by completing the 4 Es: Education, Exam, Experience and Ethics Understand the CFP® certification process and start your career in financial planning
- About the Exam - CFP Board
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 Education Programs Courses Online | CFP Board
Explore CFP Board-Registered Education Programs online or in-person Find certificate or degree options that meet CFP professional education requirements
- 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
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