Financial planners and financial service firms speak about the value of CFP® certification
Americans are struggling to pull their finances together and plan for the future. The financial planning profession is growing to address that need, with the career path expected to grow 41% by 2016, according to Money Magazine and Payscale.com. Only a select group of planners have met the rigorous requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
Achieving CFP® certification can help you:
- Build Your Future by Helping Others Build Theirs: As a CFP® professional with valuable expertise, you can expect personal satisfaction as well as financial rewards.
- Make an Impact: You can make a difference at a time when more Americans are struggling to pull their finances together and plan for the future.
- Stand Out: CFP® certification communicates your expertise and credibility
Learn more about the advantages CFP® certification can provide
Path to CFP® Certification
Start your journey to CFP® certification with the following steps. Click each step for highlights and important resources for each step. For full details about each requirement, consult the Guide to CFP® Certification.
- 1. Create Your Online Account
Create your CFP Board online account to see the latest information on the CFP® certification requirements and track your progress with the CFP® Certification Tracker.
Create Your Account
- 2. Meet the Education Requirement
- 3. Pass the CFP® Exam
- 4. Meet the Experience Requirement
Because CFP® certification indicates to the public your ability to provide financial planning without supervision, CFP Board requires you to have experience in the financial planning process. Three years of full-time relevant personal financial planning experience, or two years of Apprenticeship experience that meets additional requirements, is required. Qualifying experience includes activities involving the delivery of financial planning services to clients. Experience can be gained in a number of ways, including personal delivery, supervision and teaching.
Learn more about the Experience Requirement
Login to Report Completed Experience to CFP Board
- 5. Satisfy the Fitness Standards
- 6. Receive Authorization to Use the CFP® Marks
Not ready yet for CFP® Certification?
Learn more about CFP Board and keep up with the financial planning profession.
1. Download the Guide to CFP® Certification
Interested in CFP® Certification? Get the details on how to become a CFP® professional.
Request your copy of the Guide to CFP® Certification
2. Sign Up for Updates from CFP Board
Get the latest information on certification requirements as well as career planning insights from CFP Board.
Create Your Online CFP Board Account
3. Follow CFP Board through social networks
More About Becoming a CFP® Professional
Find an Education Program
Hundreds of financial planning education programs around the country are registered with CFP Board to provide curricula that satisfy CFP Board's education coursework requirement. All of these programs cover the same core curriculum, yet vary in style, length and delivery method.
Find an Education Program
The CFP® Certification Examination tests your ability to apply your financial planning knowledge to client situations. The exam is offered each March, July and November. Beginning November 2014, the exam will be delivered exclusively in a computer-based format.
Resources & Publications
CFP Board’s Guide to CFP® Certification provides all the details about the certification requirements, as well as links to resources and publications that will help you along your path to CFP® certification.
Professional Standards & Enforcement
When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards. CFP Board provides resources to help CFP® professionals understand and comply with the Standards of Professional Conduct.