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
Passing the CFP® exam demonstrates that you've attained the knowledge and competency necessary to provide comprehensive personal financial planning advice. The CFP® exam is a 170-question, multiple-choice test that consists of two 3-hour sessions over one day.
CFP Board developed this Guide to the Practice Standards for the Financial Planning Process to illustrate how a CFP® professional might provide financial planning to a Client in accordance with the Code of Ethics and Standards of Conduct .
What is Financial Planning? - CFP Board
Financial planning involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, financial planners develop valuable relationships with their clients to provide them with ...
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.
Code of Ethics and Standards of Conduct - CFP Board
CFP Board’s Code and Standards benefits and protects the public, provides standards for delivering financial planning, and advances financial planning as a distinct and valuable profession.
Financial Planner Compensation Trends | CFP Board
CFP Board conducted a comprehensive study to see how financial planners are compensated. The study addresses many areas of compensation including salary, job satisfaction and benefits. Review this study to see how becoming a CFP® professional can impact your career growth.
4 Steps to Obtaining CFP® Certification
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 …
CFP® exam: What You'll Be Tested On - CFP Board
The CFP® exam tests your knowledge of a broad base of financial planning topics. Exam questions are linked to the Principal Knowledge Topics.
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.