Become a CFP® Professional

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Latest CFP® Exam Update

July 2014 CFP® Exam Update – Standard Testing is Complete

(July 28, 2014)
 

All answer sheets have been scanned.  This week, potentially problematic exam items, identified either by candidate comments or statistical performance, are being reviewed to determine their scoring disposition.

Please submit any medical/emergency withdrawal requests to examinations@cfpboard.org no later than Friday, August 1, 2014 to be considered.

The deadline for submitting any test site issues or exam item challenges was July 23. Any test site issues or exam item challenges CFP Board receives after that date will not be considered.

Candidates are encouraged to review their personal contact information as reflected in their online CFP Board accounts and make any necessary updates. Please check spelling and capitalization of names..

Upcoming Exam Dates

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 existing as late as four days prior to their scheduled appointment, subject to seat availability and rescheduling fees.

Register for the  CFP® Exam
Recorded Webinar — The CFP® Exam: Interpreting Your Exam Results and Advice to Re-Takers
 

This webinar provides information on interpreting CFP® Certification Examination results. It also includes advice to re-takers. A recording is available below.

Having trouble viewing this video? View this video in an alternate format >

Held on January 9, 2014, the webinar was hosted by Steve Barkley, CAE, CFP Board's Director of Examinations, and includes:

  • How to interpret your CFP® exam results
  • How to understand your performance diagnostic reports, for both the Job Task Domain and Topic levels
  • How the reports can guide your study plan
  • Suggestions for those planning to re-take the exam

Answers to Frequently Asked Questions

Download the Presentation Slides (PPT, 937KB)


Exam Scoring Process

Exam results are posted online to examinees' secure accounts approximately five weeks after the exam dates. CFP Board does not disclose exam results over the phone or by fax.

The activities involved in the exam scoring process include:

  • Collecting and reconciling exam materials (including for examinees who, due to religious requirements or disabilities, may be provided alternate exam administration dates up to a week following the standard exam dates);
  • Reviewing all exam site concerns, exam item challenges and medical/emergency withdrawal requests submitted by examinees;
  • Determining the scoring disposition of any exam items that are challenged;
  • Preparing a statistical analysis of the exam administration;
  • Determining the scoring parameters and cut score; and
  • Preparing and conducting a quality control review of the exam results files.

The CFP® Certification Examination is a pass or fail exam. In addition to a pass or fail result, diagnostic feedback is also provided as part of the examination results to help identify areas of relative strength and weakness.

 

About the CFP® Certification Examination

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.

The CFP® Certification Examination is scheduled to last 10 hours over a day and a half and is held three times a year, generally on the third Friday and Saturday of March, July and November. The exam is a pencil-and-paper format and consists of one four-hour session on Friday afternoon, and two three-hour sessions on Saturday. Exam locations are available in more than 50 locations around the U.S. (The CFP® exam is transitioning to a computer-based format beginning in November 2014. Learn more.)

The CFP® Certification Examination is a pass or fail exam. Exam results are released approximately five weeks after the exam date.

You can apply for the CFP® Certification Examination when you have successfully fulfilled CFP Board's education coursework requirement.

Learn more and register for an upcoming exam

Exam Dates

Upcoming:

  

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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%.

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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.