CFP Board sets and enforces standards for the CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning.

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.

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.

2025年1月8日 · The two main routes are to pursue an undergraduate or graduate financial planning degree in a program registered with CFP Board, or to complete a certificate-level CFP Board Registered Program, if you already have a college degree or are currently pursuing a degree in a different field.

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 …

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.

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.

2024年6月18日 · The CFP® exam is an important milestone on your path to CFP® certification. The exam is comprehensive in scope and designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context

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.

As part of earning your CFP® certification, you'll need to complete college or university-level coursework through a CFP Board Registered Program.