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Start your journey toward CFP® Certification by creating your free account today!

Track your progress with the CFP® Certification Tracker
Post your resume at the Career Center
Connect with a mentor who can guide you
Register and prepare for the exam
Find career and financial support
Connect with other candidates at our online forum

A WELCOME GIFT FOR YOU

Complete your profile on this page and we'll email you a link to download the Professional Advantages of CFP^® Certification.

Create your account

Email Address (this will be your login ID)

Prefix

First Name

Middle Name (optional)

Last Name

Create Password

Confirm Password

Organization Name

Title

Address Type

Address 1

Address 2 (optional)

Country

City

State

Zip

Phone Number

Improve your experience. Complete your profile

Are you a financial advisor?

Yes

No

Are you (an) (check all that apply)

Registered representative of a Broker/Dealer

Employee/Owner of an RIA firm

Employee of a Brokerage firm

Licensed Life, Accident, and/or Health Insurance professional

Other

How many years of experience do you have?

Are you currently enrolled in a CFP Board Registered Program to satisfy the education coursework requirement?

Yes, already completed

Yes, currently enrolled

No

Educational institution

Clear Provider

Please select an institution from the dropdown. Begin typing for a list of options.

Program type

Program name

(Expected) program completion date

Completion Year

Please identify any of the following credentials that you hold

CPA

ChFC

CLU

CFA

Ph.D. in business or economics

Doctor of business administration

Licensed attorney (active or inactive)

None

Ethnicity (check all the apply)

American Indian or Alaskan Native

Asian

Black or African American

Hawaiian Native or Pacific Islander

Hispanic or Latino

White

Prefer not to say

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We could not create your account. Please contact our customer service department at 1-800-487-1497.

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