The CFP® Exam Requirement
Candidates for CFP® certification must pass the CFP® exam, which tests your ability to apply financial planning knowledge to real-life situations. This comprehensive exam ensures that you are highly qualified to develop a holistic plan for your clients' finances.
Notice: The health and safety of those taking the CFP® exam continue to be paramount to us during the COVID-19 pandemic. To help accommodate candidates, CFP Board will allow a remote testing option for the September 2020 and November 2020 CFP® exams for those who qualify. (See more details and FAQs about remote testing.)
About the Exam
The CFP® exam is offered three times per year: March, July and November. Test topics include the financial planning process and principles, tax planning, income and retirement planning, estate planning, risk management and insurance, among other important topics. All facets of the exam are guided by CFP® professionals, including determination of content coverage, scoring and passing criteria.
Note: Testing on key elements of the 2019 SECURE Act will be included in the September 2020 exam.
Registration for the September 2020 exam is closed. Registration for the November 2020 exam is open (standard rate available through October 7). Register early for the best date, pricing and testing site availability.
Note: You can register for the CFP® exam prior to completing the education coursework requirement. CFP Board must receive verification of your coursework completion by the Education Verification Deadline to be eligible to sit for the exam.
There are many resources and strategies to prepare. Many candidates prepare using the full-length, 170-question practice exam, which is composed of authentic CFP® exam questions. Be sure to use this unique study tool as you prepare for the CFP® exam, as well as consider additional ways to prepare.
The CFP Board Practice Exam features real questions that have appeared on past CFP® exams.
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