The CFP® Exam is offered three times per year, in 5-day testing windows in March, July and November.
The CFP® Certification Examination consists of 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.
Candidates select their test day (Tuesday-Saturday) and test site location from among Prometric’s network of testing sites. In the U.S. there are more than 250 convenient locations.
| Exam
Window
Mar. 24-28, 2015 | Registration
Opens
Dec. 8, 2014 | Education Verification
Deadline Feb. 24, 2015 | Registration & Scheduling
Dec. 8, 2014 -
Mar. 10, 2015* |
*Candidates may reschedule within the existing as late as four days prior to their scheduled appointment, subject to seat availability and rescheduling fees.
Register
Eligibility
Candidates are required to complete the Education coursework requirement for CFP® certification prior to sitting for the computer-based exam. Candidates may, however, register for the exam and secure a seat prior to completing their educational program.
Scheduling is on a first-come, first-serve basis. Candidates are encouraged to register for the exam 60 days or more in advance to help secure their preferred testing date and testing site location.
All exam registrations are contingent upon CFP Board receiving verification of completion of the Education coursework requirement by the Verification Deadline, which is 30 days prior to the onset of each window. If verification is not received by the deadline, candidate eligibility for that exam is withdrawn, the reserved seat is released and a $100 withdrawal fee is applied.
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.
Registration Process
IMPORTANT: You can now register for the CFP® Certification Examination prior to completing the Education requirement. CFP Board, however, must receive verification of your completion by the Education Verification Deadline. If verification is not received by deadline, you will be de-registered, your seat will become available to other candidates, and you will be charged a $100 Withdrawal fee.
Veteran Affairs
The fee for the CFP® Certification Examination is eligible for Veteran Affairs (VA) reimbursement through the License and Certification Approval System (LACAS) under United States Code Title 38, Chapter 3689. Go to
www.gibill.va.gov/pamphlets/lcweb.htm (Licensing and Certification section) for more information.
Exam Locations
The CFP® exam is administered in more than 265 locations in the U.S.
Testing site locations
International Test Sites
CFP Board will establish international test sites for the CFP® Certification Examination on a case-by-case basis for a site fee of $1,475 in addition to the regular exam fee.
Rescheduling/Cancellation Policies
Rescheduling Confirmed Appointments with Prometric
You may reschedule your exam date, test site location, and in some cases scheduled test start time, within the testing window you are scheduled. There is no charge for scheduling changes made 30 days or more in advance of exam day. Changes can be made 5-29 days in advance of exam day with payment of a $100 scheduling change fee. No changes to exam schedules are permitted less than 5-days in advance of your scheduled appointment. Exam fees are also forfeited for no-shows.
Withdrawals
CFP Board must receive verification of completion of the Education coursework requirement for CFP® certification by the Education Verification Deadline. Failure to meet the deadline results in de-registration, release of the seat to other candidates, and application of $100 Withdrawal fee.
Candidates who are fully registered with CFP Board (i.e. exam application completed, exam fee paid, and education verification completed), but have not scheduled an appointment with Prometric will have until the withdrawal deadline (5 days prior to initial exam date) to secure an exam seat with Prometric. Failure to secure an exam site with Prometric will result in de-registration and application of $100 Withdrawal fee. Note that it is highly recommended to schedule your exam date with Prometric as soon as possible to ensure a seat at your desired exam site.
Medical or Other Emergencies
Failure to Appear
If you fail to appear for the exam, you will forfeit the entire exam fee.
Waiver Request
CFP Board will consider waiving the fee forfeiture in the case of a medical or other emergency. Your request for such a waiver must be made in writing and supported by verifying documentation from a third party. For example, in the case of a medical emergency, a written statement from your physician which clearly states that you were physically unable to appear for the exam due to personal or immediate family medical issues is required. If another type of emergency, then you must provide third party verification as to the reason you were unable to sit for the scheduled exam.
Your request must be received within 10 business days after the close of the exam window. Requests received after the 10 business day timeframe, or not supported by verifying documentation, will not be reviewed.
Retake Policy
If you fail the CFP® Certification Examination and elect to retest, you are required to retake the entire exam. You will have to pay the current exam fee for each retake.
Effective January 2012, CFP Board has implemented the following limits on the number of times an individual can attempt the CFP® Certification Examination:
- Individuals may attempt the exam a lifetime maximum of five times. (Individuals who have attempted the exam four or more times prior to January 1, 2012, will be permitted a maximum of two additional attempts.)
- Individuals may attempt the exam a maximum of three times within a 24-month period. If an individual attempts the exam on three successive administrations, a one year sit-out period (three exam administrations) is required before registering for another attempt.
Policy Exceptions
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
Review and Appeals
For security reasons, exam material is not available for review. Neither the staff of Prometric nor of CFP Board will discuss specific exam questions. You may submit your comments about exam questions in writing via email to examinations@cfpboard.org or by mail to:
CFP Board
Attn: Exam Administrator
1425 K Street NW #800
Washington, DC 20005
All comments about exam questions must be received by CFP Board by midnight Eastern Time on the Wednesday following the close of the examination window. The Council on Examinations will review comments relating to the exam but will not make written responses to comments.
Appeals of exam policies are handled by CFP Board's Policy Exception Committee. CFP® professionals and applicants for CFP® certification may complete and submit a Policy Exception Request Form.