
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.
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.
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 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® 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 Education Programs & Courses Online | CFP Board
Explore CFP Board-Registered Education Programs online or in-person. Find certificate or degree options that meet CFP professional education requirements.
How to Get Your Certified Financial Planner® (CFP®)
Jun 14, 2022 · CFP candidates must hold a bachelor’s degree or higher from an accredited university or college. In addition, they must have completed specific coursework in financial planning, as outlined …