
How to Become a Certified Financial Planner: The Process
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.
CFP Board | Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to …
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® Exam Requirements & Eligibility Guide | CFP Board
Explore the education and eligibility requirements for the CFP® exam, offered three times a year. Learn about registration, preparation tools, and key deadlines.
CFP® Certification Standards and Accreditation Guide
Discover the CFP® certification standards, qualifications, and NCCA accreditation that define the highest level of financial planning expertise.
Final Steps to Earning CFP® Certification
Learn about the final steps to attaining CFP® certification and what you need to do before you can use the CFP® marks.
CFP® Exam Overview & Topics Guide | CFP Board
Explore CFP® exam content, topics, format, and key dates. Learn who can take the exam, how it's scored, and how to prepare effectively for success.
Why Get Certified - CFP Board
Earning your CERTIFIED FINANCIAL PLANNER® certification is the most beneficial step you can take to accelerate your career and better serve your clients. As a CFP® professional, you’ll enjoy a …
How to Get Your Certified Financial Planner® (CFP®)
Jun 14, 2022 · All candidates are required to pass the CFP certification exam, a computer-based exam taken over a three-day period in March, July and November. It is composed of 170 multiple-choice …
The Paths to Experience - CFP Board
There are 2 pathways for candidates to fulfill the experience requirement for CFP® certification: the 6,000-Hour Standard Pathway or the 4,000-Hour Apprenticeship Pathway.