Guide to CFP Certification Request Form

The Professional Advantages of CFP® Certification Request Form

If you would like to download CFP Board's The Professional Advantages of 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)

IMPORTANT NOTE: The information CFP Board collects with this online form is used to send the requested information and materials to the website users. In some cases, as CFP Board deems appropriate, this information may also be released to third parties, including education providers, industry organizations, associations or businesses related to the financial planning industry. To opt out of such third party lists, select the "I choose to opt out of third party communications" option below.