The CFP® Certification Examination is designed to assess your ability to apply financial planning knowledge to real-life financial planning situations. By passing this exam, you demonstrate to the public that you are at the appropriate level of competency required to practice financial planning.
IMPORTANT: You can now register for the CFP® Certification Examination prior to completing the Education coursework requirement. CFP Board, however, must receive verification of your coursework completion by the Education Verification Deadline. If verification is not received by that deadline, you will be de-registered, your seat will become available to other candidates, and you will be charged a $100 withdrawal fee.
The coursework requirement can be met in several ways, including completing a CFP Board-Registered Program, completing equivalent coursework subject to CFP Board's Transcript Review process, or having one of the "Challenge status" designations, credentials or degrees pre-approved by CFP Board.
View acceptable qualifying documentation for the education coursework requirement