Create Your Online CFP Board Account

Become a CFP® Professional


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

CFP Board Candidate Forum

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Need advice, have a question, or looking for support on your path to CFP® certification? Take part in a dynamic conversation with other candidates in a convenient community site.

Join the discussion today!

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


CFP® Certification Examination
March 10-17, 2020

Most Recent Exam:

CFP® Certification Examination
November 5-12, 2019

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Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.

Join the Conversation

Find An Education Program

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2024. 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 30 percent through 2024, according to the Labor Department.

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.