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.

IMPORTANT: You can now register for the CFP® Certification Examination prior to completing the Education coursework requirement. CFP Board, however, must receive verification of your coursework completion by the Education Verification Deadline. If verification is not received by that deadline, you will be de-registered, your seat will become available to other candidates, and you will be charged a $50 withdrawal fee.

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 "Challenge status" designations, credentials or degrees pre-approved by CFP Board.
 
View acceptable qualifying documentation for the education coursework requirement


Steps

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.

Create an Account

Login to your account: If you have previously registered for the exam or have already created your online account, you may simply log in to your secure CFP Board account to start the registration process.

Login

If you have any questions about registering for the CFP® Certification Examination, please contact CFP Board at 800-487-1497 or examinations@cfpboard.org.


Verify Education Coursework Requirement Completion

 

View acceptable qualifying documentation for the education coursework requirement

If you attended a CFP Board-Registered Program, your program will provide CFP Board with documentation verifying your completion of the education program, and you will receive email confirmation when CFP Board receives that documentation. If you have questions about the status of your education documentation, please contact your Registered Program.


Exam Dates and Deadlines

The November 2014 CFP® Exam is offered in a computer-based format during a 5-day testing window.  The exam is administered on one day during two 3-hour testing sessions, separated by a scheduled 40-minute break. A 7-hour appointment is scheduled to allow time for check-in, and security procedures. The exam fee is $595.

Candidates select their test day (Tuesday-Saturday) and test site location from among Prometric’s network of testing sites. The CFP® exam is administered in more than 265 dedicated professional testing locations across the U.S.  

Exam
Window 

 
Nov. 18-22, 2014

Registration
Opens

 
June 2, 2014

Education Verification
Deadline

Oct.15, 2014

Registration & Scheduling

June 2 - Nov. 4, 2014*

*Candidates may reschedule within the testing window as late as four days prior to their scheduled appointment, subject to seat availability and rescheduling fees.

Learn more about policies related to rescheduling, withdrawals, retakes and policy exception requests.


Special Accommodations

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), all requests for special testing accommodations must comply with CFP Board's detailed documentation requirements, as outlined in the Special Accommodations Request Form (PDF, 230KB). Candidates who require special testing accommodations must register for the exam and submit the required documentation a minimum of six weeks in advance of their desired exam appointment. 

Please note that upon review, CFP Board may request additional documentation, which will require additional processing time.

Exam Dates

Upcoming:

  

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.