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.

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.

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.

The CFP® exam assesses your ability to apply financial planning knowledge to real-life financial planning situations. By passing this exam, you demonstrate your competency to practice financial planning. CFP Board provides a remote testing option …

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 …

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.

CFP Board was founded in 1985 as a non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.

The Accelerated Path allows you to bypass much of the coursework requirement for CFP® certification, if you hold a CPA, CFA, ChFC, CLU, licensed attorney, etc.

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.