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- CFP Board | Certified Financial Planner Board of Standards, Inc.
The Standard of Excellence CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow
- The Certification Process | CFP Board
The CFP® certification process is known as the 4E's: Education, Exam, Experience Ethics Together, they prepare you to become a competent, ethical financial advisor
- 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
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
- 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® Certification: The Standard of Excellence in Financial Planning
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 confidence today and a more secure tomorrow
- Find an Education Program - CFP Board
Search for programs at institutions that satisfy CFP Board's education coursework requirement – including a range of program formats and types to fit your needs
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