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  1. How to Become a Certified Financial Planner: The Process | CFP …

    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 …

  2. CFP® Exam Requirements & Eligibility Guide | CFP Board

    Explore the education and eligibility requirements for the CFP® exam, offered three times a year. Learn about registration, preparation tools, and key deadlines.

  3. CFP Board Announces Updates to the Competency Standards

    Jan 27, 2026 · CFP Board will support CFP® professionals, candidates, firms, educators and CE sponsors through targeted communications, implementation guidance and practical resources …

  4. CFP® Exam Overview & Topics Guide | CFP Board

    Explore CFP® exam content, topics, format, and key dates. Learn who can take the exam, how it's scored, and how to prepare effectively for success.

  5. Login | CFP Board

    Candidate Forum What can you earn as a CFP® pro? Go to Salary Calculator For CFP® Pros Continuing Education (CE) Insights & Trends Ethics

  6. CFP® Certification Standards and Accreditation Guide

    Discover the CFP® certification standards, qualifications, and NCCA accreditation that define the highest level of financial planning expertise.

  7. CFP Board Center for Financial Planning

    CFP Board Center for Financial Planning is a qualified, diverse workforce and research-based body of knowledge for the financial planning profession.

  8. CFP® Certification: The Experience Requirement | CFP Board

    The experience requirement prepares you to provide personal financial planning to the public as a CFP® professional. There are many ways to satisfy this requirement, and experience may be …

  9. CFP® Exam: What You'll Be Tested On

    The CFP® exam tests your knowledge of a broad base of financial planning topics. Exam questions are linked to the Principal Knowledge Topics.

  10. CFP Education Requirements & Coursework | CFP Board

    To become a CFP® professional, complete CFP Board-approved coursework and earn a bachelor’s degree. Learn about required hours, credentials, and more.