CFP® Certification Examination

Become a CFP® Professional


Event Details

CFP® Certification Examination

  • Dates: November 18 - 22, 2014

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The CFP® Certification Examination is designed to assess your ability to apply financial planning knowledge to real-life financial planning situations. By passing this exam, you demonstrate to the public that you are at the appropriate level of competency required to practice financial planning. You can apply for the CFP® Certification Examination after you have successfully completed an acceptable course of study (or its equivalent), including a capstone course registered with CFP Board.

Beginning in November 2014, The CFP® exam will be administered in a computer-based format during 5-day testing windows each March, July and November.  Candidates can select their testing location from Prometric’s global network of testing sites, which includes more than 250 sites in the U.S.  The exam consists of two 3-hour testing sessions separated by a scheduled 30-minute break. A 7-hour appointment is scheduled to allow time for check-in, and security procedures. The computer-based CFP® exam is not easier or more difficult than the previously-used pencil-and-paper format and maintains the same content outlined in CFP Board’s Job Task Domains and Principal Topics, which represent the knowledge and abilities required to deliver financial planning services to clients. Learn more about the new computer-based format >

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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

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.

Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.