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
CFP Board offers the guidance, tools and support you need to successfully become a CFP® professional, no matter what stage of the process you're in. Watch this video to see how CFP Board can support you.
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.
About the CFP Exam
The CFP® exam is a 170-question, multiple-choice test that consists of two 3-hour sections during one day. Each section is divided into two distinct subsections. The exam includes stand-alone questions, as well as questions associated with case studies.
4 Steps to Obtaining CFP® Certification
Jan 8, 2025 · The two main routes are to pursue an undergraduate or graduate financial planning degree in a program registered with CFP Board, or to complete a certificate-level CFP Board Registered Program, if you already have a college degree or …
The Standard of Excellence - CFP Board
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers …
Code of Ethics and Standards of Conduct - CFP Board
CFP Board’s Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics. CFP Board’s Code and Standards benefits and protects the public, provides standards for delivering financial planning, and advances financial planning as a distinct and valuable profession.
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.
Education | CFP Board
As part of earning your CFP® certification, you'll need to complete college or university-level coursework through a CFP Board Registered Program.
CFP® Certification: The Experience Requirement | CFP Board
The experience requirement prepares you to provide personal financial planning to the public as a CFP® professional. There are many ways to satisfy this requirement, and experience may be gained before or after you take the CFP® exam.