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.
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
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® 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.
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 …
Why Get Certified - CFP Board
Earning your CERTIFIED FINANCIAL PLANNER® certification is the most beneficial step you can take to accelerate your career and better serve your clients. As a CFP® professional, you’ll enjoy a rewarding, in-demand career while helping people achieve their financial dreams.
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.
How to Get Your Certified Financial Planner® (CFP®)
2020年10月26日 · Administered by the Certified Financial Planner Board of Standards, Inc. (or CFP Board) the Certified Financial Planner (CFP) designation is the gold standard of the industry and demonstrates a financial planner’s commitment to education, professionalism, and client-centered planning.
Find an Education Program - CFP Board
Search for colleges and universities with CFP Board Registered Programs that satisfy the education coursework requirement. All programs cover the required financial planning topics, but vary in style, length and delivery method.