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The Certification Process

The Ethics Requirement

The ethics requirement is the final step on your path to CFP® certification. You must commit to acting as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice — and commit to other high ethical and conduct standards. You'll need to disclose information about your background, and CFP Board will conduct a detailed background check.

 

Find out why ethical standards are so crucial to your role as a CERTIFIED FINANCIAL PLANNER™ professional and what steps you have to take to complete your path to certification.

Ethics Requirement

Sign the Ethics Declaration

To fulfill the ethics requirement for CFP® certification, candidates must complete the Application for CFP® Certification that contains the Ethics Declaration. Based on this application, we'll conduct a background check, apply the Fitness Standards and inform you when you've completed the ethics requirement.

Learn more about the ethics steps

Start your journey to CFP® Certification

  • Track your progress with the CFP® Certification Tracker
  • Post your resume at the Career Center
  • Connect with a mentor who can guide you
  • Register and prepare for the exam
  • Find career and financial support
  • Connect with other candidates at our online forum