
How to Become a Certified Financial Planner: The Process
Become a certified financial planner by completing the 4 Es: Education, Exam, Experience and Ethics. Understand the CFP® certification process and start your career in financial planning.
Eligibility for Taking the CFP® Exam
You can register for the CFP ® exam before fulfilling the certification coursework requirement. However, CFP Board must receive verification of your coursework completion by the Education Verification …
CFP® Exam Requirements & Eligibility Guide | CFP Board
Explore the education and eligibility requirements for the CFP® exam, offered three times a year. Learn about registration, preparation tools, and key deadlines.
CFP Education Requirements & Coursework | CFP Board
To become a CFP® professional, complete CFP Board-approved coursework and earn a bachelor’s degree. Learn about required hours, credentials, and more.
CFP® Exam Overview & Topics Guide | CFP Board
Explore CFP® exam content, topics, format, and key dates. Learn who can take the exam, how it's scored, and how to prepare effectively for success.
4 Steps to Obtaining CFP® Certification
Here’s a quick overview of the four requirements you must fulfill to obtain CFP® certification.
The Paths to Experience - CFP Board
There are 2 paths to fulfill the experience requirement for CFP® certification: the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway.
CFP Board | Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to …
CFP® Certification: The Experience Requirement | CFP Board
Hear more about the experience requirement for CFP® certification and the different ways you can gain experience to become a CERTIFIED FINANCIAL PLANNER® professional.
Certification Coursework Requirement - CFP Board
CFP Board offers a directory of institutions that have registered a financial planning program that satisfies CFP Board's coursework requirement. You can use our Find an Education Program search …