About the CFP® Exam

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About the CFP® Exam

CFP® Designation Overview

After completing the Certified Financial Planner program coursework, candidates are then able to register to complete the CFP® certification exam.

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About the CFP® Exam

Certified Financial Planner® (CFP®) Requirements

Before you can sit for the CFP® certification exam, you must complete college or university-level coursework through a program that has registered with the CFP® board.

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About the CFP® Exam

CFP® Exam Dates and Schedule

The CFP® Exam is administered by appointment only during three eight-day testing windows each year: in the months of March, July, and November.

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News and Updates

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News and Updates

How to Pass the CFP® Exam – The Ultimate Cheat Sheet

Download our extensive eBook with key tips on how to pass the CFP® exam. Get answers to many of your top questions…

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News and Updates

The Ultimate Guide to a Career in Finance

The finance industry is seeing unprecedented growth, in the U.S. and around the world. And the industry extends far beyond Wall Street investment banks with professionals…

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News and Updates

What is a Certified Financial Planner®

As the name suggests, financial planners help their clients, generally, individuals or business owners, reach their financial goals. To remain current…

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News and Updates

How to Get Your Certified Financial Planner®

Administered by the Certified Financial Planner Board of Standards, Inc. (or CFP® Board) the Certified Financial Planner (CFP®) designation is the gold standard of the industry and…