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The Certification Process

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. 

Remote Testing Option: The health and safety of those taking the CFP® exam continue to be paramount to us during the COVID-19 pandemic. To accommodate candidates, CFP Board provides a remote testing option for the July 2023 CFP® exam.

Upcoming Exam
Exam window: July 11-18, 2023
Registration deadline: Jun. 27, 2023
Education verification deadline: Jun. 20, 2023

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.

Learn more about the exam
Video: Understanding the CFP® Exam Experience


Registration is open for the July 2023 exam. Register early for the best date, pricing and testing site availability. (Standard rate for the July exam is available through June 20.)   

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.

Learn More about Registration
Jul. 11-18, 2023

Registration Dates:
Feb. 15, 2023 - Jun. 27, 2023

Education Verification Deadline:
Jun. 20, 2023

Register for the Exam
OCT. 31 - NOV. 7, 2023

Registration Opens:
Jun. 7, 2023

Mar. 12 - 19, 2024 

Registration Opens:
Oct. 18, 2023


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.

Exam Preparation
Complete a practice exam

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