Become a CFP® Professional

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Policy Exception Requests

CFP Board enforces the policies and requirements for CFP® certification in a consistent manner. Exceptions to established policies and requirements are granted in only the rarest of circumstances. CFP® certificants and applicants for CFP® certification who wish to request exceptions to specific policies or requirements of CFP Board may complete and submit a Policy Exception Request Form. The request will be reviewed by CFP Board staff, and a written determination letter sent to the requestor by certified mail, postmarked no later than thirty days from the date the request is received at CFP Board. Individuals unhappy with a decision stated in a determination letter may submit a written appeal to CFP Board’s Policy Exception Committee. Written appeals must be received at CFP Board no later than thirty days from the requestor's receipt of the determination letter. The Policy Exception Committee meets four times each year (once per quarter). The decision of the Policy Exception Committee is final.

Download the Policy Exception Request Form

Submit completed Policy Exception Request Forms to:

CFP Board
Attn: Policy Exception Requests
1425 K Street NW #800
Washington, DC 20005

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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.