CFP Board | Certified Financial Planner Board of Standards, Inc.
CFP Board sets and enforces standards for the CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning.
The Certification Process | CFP Board
CFP Board offers the guidance, tools and support you need to successfully become a CFP® professional, no matter what stage of the process you're in. Watch this video to see how CFP Board can support you.
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.
About the CFP Exam
The CFP® exam is a 170-question, multiple-choice test that consists of two 3-hour sections during one day. Each section is divided into two distinct subsections. The exam includes stand-alone questions, as well as questions associated with case studies.
The Standard of Excellence - CFP Board
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers …
CFP® Exam Preparation
Prepare for your CFP® certification exam with our study guides, practice exam, exam day strategies and other resources for CFP® candidates.
Career Guide | CFP Board
Gaining an understanding of the profession — including what financial planners do, their areas of expertise and the skills that you can develop through CFP® certification — can help you decide whether becoming a CFP® professional is right for you.
Education | CFP Board
As part of earning your CFP® certification, you'll need to complete college or university-level coursework through a CFP Board Registered Program.
Why Get Certified - CFP Board
Earning your CERTIFIED FINANCIAL PLANNER® certification is the most beneficial step you can take to accelerate your career and better serve your clients. As a CFP® professional, you’ll enjoy a rewarding, in-demand career while helping people achieve their financial dreams.
CFP® exam: What You'll Be Tested On - CFP Board
The CFP® Certification Examination assesses your ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. The exam content requires the use of critical thinking and problem-solving ability, with less emphasis on factual recall or recognition.