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.
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: 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.
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.
CFP® Exam Preparation
Prepare for your CFP® certification exam with our study guides, practice exam, exam day strategies and other resources for CFP® candidates.
About CFP Board
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.
Exam Prep Resources - CFP Board
Find tools and resources to help you prepare for the CFP® certification examination, including practice exams, review courses, toolkits, forums and more.
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.