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.
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 …
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® Exam Registration
The CFP® exam assesses your ability to apply financial planning knowledge to real-life financial planning situations. By passing this exam, you demonstrate your competency to practice financial planning. CFP Board provides a remote testing option …
CFP® Exam Preparation
Prepare for your CFP® certification exam with our study guides, practice exam, exam day strategies and other resources for CFP® candidates.
Career Guide | CFP Board
Gaining an understanding of the profession — including what financial planners do, their areas of expertise and the skills that you can develop through CFP® certification — can help you decide whether becoming a CFP® professional is right for you.
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 …