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The Certification Process | CFP Board
The path to CFP® certification is a rigorous but rewarding process that gives you the knowledge and skills you need for a fulfilling career. Get Started Certification Process Overview. CERTIFIED FINANCIAL PLANNER™ Certification Requirements.
CFP® Certification: The Exam Requirement | CFP Board
Candidates for CFP® certification must pass the CFP® exam, which tests your ability to apply financial planning knowledge to real-life situations. This comprehensive exam ensures that you are highly qualified to develop a holistic plan for your clients' finances.
Find an Education Program | CFP Board
Certificate. Bachelor's. Graduate. PhD. Accelerated Path Capstone. OR SEARCH BY INSTITUTION OR PROGRAM NAME. Search for programs at institutions that satisfy CFP Board's education coursework requirement – including a range of program formats and types to fit your needs.
The Standard of Excellence - CFP Board
The Standard for Financial Planning. See why CFP® certification is recognized as the standard of excellence for the financial planning profession. Our Commitment. CFP Board is committed to upholding and enforcing ethical standards — a critical element of the public's confidence in CFP® professionals. Uniquely Qualified.
Certified Financial Planner™ (CFP®): What It Is and How to Become One
A CFP ® is a certified financial planner who provides financial planning advice to individuals. This includes help with investing, retirement planning, estate planning, and tax law.
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