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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.
This overview explains the two-part education requirement and what you'll learn on the path to becoming a knowledgeable CERTIFIED FINANCIAL PLANNER® professional.
CFP Board is the organization that sets and enforces the standards for CFP® certification, the gold standard for financial planning. Learn how to get certified, find a job, connect with a CFP® professional, and support the mission of advancing the profession.
Learn how to gain 6,000 or 4,000 hours of professional experience related to financial planning to become a CERTIFIED FINANCIAL PLANNER™ professional. Explore the different ways to earn experience, report it online and track your progress with CFP Board.
Learn how to become a certified financial planner by passing the CFP® exam, which tests your knowledge and skills in financial planning. Find out the exam format, topics, dates, registration, preparation and more.
Learn how to become a CFP® professional by passing the CFP® exam, a comprehensive test of financial planning knowledge and skills. Find out the exam content, format, topics, locations, scoring, results and preparation resources.
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.
Learn how CFP® certification can help you accelerate your career, serve your clients better, and earn more as a financial planner. Find out the benefits, requirements, and career paths of becoming a CFP® professional.
Completing this coursework on your path to CFP® certification equips you to become a competent, knowledgeable planner who can help secure your clients' financial future by providing a holistic view of their finances and offering advice tailored to their situation.
Learn what financial planners do, how to become a CFP® professional, and why CFP® certification is a sign of excellence and a competitive edge. Explore the stories of real CFP® professionals and access resources to help you start your journey.