CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards that help them serve their clients' best interests.
Become a certified financial planner by completing the 4 Es: Education, Exam, Experience and Ethics. Understand the CFP® certification process and start your career in financial planning.
How to Become a Certified Financial Planner: The Process | 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.
Discover the CFP® certification standards, qualifications, and NCCA accreditation that define the highest level of financial planning expertise.
Candidate Forum Continue Your CFP® Certification Login to Your Account For CFP® Pros Continuing Education (CE) Insights & Trends Ethics
Explore the education and eligibility requirements for the CFP® exam, offered three times a year. Learn about registration, preparation tools, and key deadlines.
Learn how CFP Board’s Code of Ethics and Standards of Conduct guide ethical, fiduciary, and professional behavior for all Certified Financial Planners.