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The Certification Process
Track Your Progress
Create a free CFP Board account to access your Account Dashboard with personalized CFP® Certification Tracker. You can monitor your progress by knowing where you are with the 4 certification requirements (Education, Exam, Experience, Ethics) – so you're always clear on your next steps. Your Dashboard can also connect you to resources for studying, networking and more.
Video Tour: CFP Board Account Dashboard & Certification Tracker
Watch the Video Tour
CFP Board's Account Dashboard with CFP® Certification Tracker helps you track your progress and always know your next step towards certification.
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