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  1. 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.

  2. 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 …

  3. 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.

  4. 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.

  5. 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.

  6. 4 Steps to Obtaining CFP® Certification

    Here’s a quick overview of the four requirements you must fulfill to obtain CFP® certification.

  7. 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.

  8. 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 …

  9. 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.

  10. 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 …