Become a CFP® Professional

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The CFP® Certification Examination is designed to assess your ability to apply financial planning knowledge to real-life financial planning situations. By passing this exam, you demonstrate to the public that you are at the appropriate level of competency required to practice financial planning.

You can register for the CFP® Certification Examination after you have successfully met eligibility requirements by fulfilling the educational coursework requirement. The coursework requirement can be met in several ways, including completing a CFP Board-Registered Program, completing equivalent coursework subject to CFP Board's Transcript Review process, or having one of the designations, credentials or degrees pre-approved by CFP Board.


Exam Dates

Create an online account: If this is your first time applying for the CFP® Certification Examination, you will need to create a secure online account with CFP Board and then log in to start the registration process. The exam fee is $595.

Exam Date

Format

Registration Deadline

Withdrawal Deadline

July 18-19, 2014

Paper-based

June 10, 2014

June 10, 2014

Exam Date Testing Window

Format

Registration Period

Education Verification Deadline

November 18-22, 2014*

Computer-based

June 2 - November 4, 2014**

October 15, 2014***

* Candidates schedule a one-day testing appointment during this testing window.
** Candidates may reschedule within the testing window as late as four days prior to their scheduled appointment, subject to seat availability and rescheduling fees.
*** Verification of the Education coursework requirement for CFP® certification must be received at CFP Board by this date, or registration will be withdrawn and a $50 withdrawal fee assessed.

Exam Dates

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Most Recent Exam:

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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.