Guide to CFP® Certification Request Form

If you would like to download CFP Board's Guide to CFP® Certification, please complete the form below:


Professional Background

If yes, are you a(n):
(Check all that apply)

If yes, how many years of experience do you have?

Educational Background

Do you have a Bachelor's Degree or higher?

Are you currently enrolled in, or have you completed, a CFP Board-Registered Program to satisfy the education coursework requirement?

Please identify any of the following credentials you hold:
(Check all that apply)

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