Become a CFP® Professional

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Create Your Online CFP Board Account

Whether you’re just beginning to consider a career in personal financial planning or are completing the final classes of a CFP Board-Registered Program, indicate your interest in CFP® certification by creating a secure online account with CFP Board.

Benefits of An Online Account

Creating an account allows us to provide you the most current information and updates for any CFP® certification requirements changes. Establishing an account with CFP Board also enables you to apply for the CFP® Certification Examination once you’ve completed the education coursework requirement for CFP® certification.

Still have questions? Review the account management FAQs.

It takes only a few minutes to set up an account with CFP Board. Sign up today!

Create an Account


Track Your Path to CFP® Certification

CFP Board has made available a new online CFP® Certification Tracker tool to help candidates track their progress on the path to CFP® certification.

As you submit documentation and complete requirements, the tracker shows your progress and helps you navigate next steps.

Create your CFP Board online account to take your first step towards CFP® certification, and start tracking your progress.

Learn more about the Certification Tracker

Exam Dates

Upcoming:

CFP® Certification Examination

Nov. 15–19, 2016
(Registration Deadline: Nov. 1)

Most Recent Exam:
CFP® Certification Examination
July 26–30, 2016

Find An Education Program

CFP Board
Career Center

Latest Job Postings:

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.