CFP Board | Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
The Certification Process - CFP Board
The CFP® certification process is known as the 4E's: Education, Exam, Experience & Ethics. Together, they prepare you to become a competent, ethical financial advisor.
CFP® Certification: The Standard of Excellence in Financial Planning
For 50 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that …
Verify a CFP® Professional | CFP Board
More than 100,000 individuals in the United States currently meet CFP Board's initial and ongoing certification requirements for CFP® certification. Use this verification search to identify individuals who currently hold CFP® certification.
About CFP Board
CFP Board of Standards sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board of Standards to putting their clients' best interests first.
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Why Get Certified. For Financial Professionals; For Career Changers; For Students; Career Guide; Salary & Stats
CFP® Exam Registration - CFP Board
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 …
About the CFP Exam
The CFP® certification examination is a key requirement for achieving CFP® certification. By passing the exam, you demonstrate that you've attained the knowledge and competency necessary to provide comprehensive personal financial planning advice to your clients.
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.
How to Use the CFP® Marks
The CERTIFIED FINANCIAL PLANNER® mark must not be used as a parenthetical expansion of the CFP® mark. Improper Use: “John Doe is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional,” and “Jane Doe is a CFP® (CERTIFIED FINANCIAL PLANNER®) professional.”