Education and Experience
Resources designed to facilitate your understanding of the CFP® certification requirements.
CFP Board Center for Financial Planning administers scholarship programs that assist individuals on the pathway to completing the education and exam requirements for CFP® certification.
Looking to acquire more experience hours? Learn more about The Externship, Amplified Planning's Financial Planning Discovery Courses, Volunteer Income Tax Assistance (VITA), and Peer Financial Coaching.
A key step toward earning CFP® certification is completing the required coursework at a college or university with a financial planning program registered with CFP Board. Learn more about the two ways to satisfy the education requirement.