- 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
- 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
- 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 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
- 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
- CFP® Certification Standards and Accreditation Guide
Discover the CFP® certification standards, qualifications, and NCCA accreditation that define the highest level of financial planning expertise
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