Become a CFP® Professional

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Become a CFP® Professional

Financial planners and financial service firms speak about the value of CFP® certification

Americans are struggling to pull their finances together and plan for the future. The financial planning profession is growing to address that need, with the career path expected to grow 41% by 2016, according to Money Magazine and Payscale.com. Only a select group of planners have met the rigorous requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals.


Achieving CFP® certification can help you:

  • Build Your Future by Helping Others Build Theirs: As a CFP® professional with valuable expertise, you can expect personal satisfaction as well as financial rewards.
  • Make an Impact: You can make a difference at a time when more Americans are struggling to pull their finances together and plan for the future.
  • Stand Out: CFP® certification communicates your expertise and credibility

 Learn more about the advantages CFP® certification can provide

Upcoming Exams:

 November 18-22, 2014 (registration open)
Register for the CFP® Exam

Path to CFP® Certification

Start your journey to CFP® certification with the following steps.  Click each step for highlights and important resources for each step.  For full details about each requirement, consult the Guide to CFP® Certification.

Not ready yet for CFP® Certification?

Learn more about CFP Board and keep up with the financial planning profession.

1. Download the Guide to CFP® Certification

Interested in CFP® Certification? Get the details on how to become a CFP® professional.
Request your copy of the Guide to CFP® Certification

2. Sign Up for Updates from CFP Board

Get the latest information on certification requirements as well as career planning insights from CFP Board.
Create Your Online CFP Board Account

3. Follow CFP Board through social networks

More About Becoming a CFP® Professional

Find an Education Program
Hundreds of financial planning education programs around the country are registered with CFP Board to provide curricula that satisfy CFP Board's education coursework requirement. All of these programs cover the same core curriculum, yet vary in style, length and delivery method.
Find an Education Program

CFP® Exam
The CFP® Certification Examination tests your ability to apply your financial planning knowledge to client situations. The exam is offered each March, July and November.  Beginning November 2014, the exam will be delivered exclusively in a computer-based format.
Learn more

Resources & Publications
CFP Board’s Guide to CFP® Certification provides all the details about the certification requirements, as well as links to resources and publications that will help you along your path to CFP® certification. 
Learn more

Professional Standards & Enforcement
When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards.  CFP Board provides resources to help CFP® professionals understand and comply with the Standards of Professional Conduct.
Learn more

Exam Dates

Upcoming:

  

Most Recent Exam:

Find An Education Program

The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2020. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 41% by 2016, according to Money Magazine and Payscale.com.

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.