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- CFP Board | Certified Financial Planner Board of Standards, Inc.
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
- How to Become a Certified Financial Planner: The Process | CFP Board
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
- Login | CFP Board
July 2026 CFP® Exam Exam Review Scholarships Deadline: March 22! Apply Now For CFP® Pros Continuing Education (CE) Insights Trends Ethics
- 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
- CFP® Exam Overview Topics Guide | CFP Board
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 Board is here to guide you with the support, tools and resources you need for a successful exam experience
- CFP® Certification Standards and Accreditation Guide
Discover the CFP® certification standards, qualifications, and NCCA accreditation that define the highest level of financial planning expertise
- CFP Education Programs Courses Online | CFP Board
Explore CFP Board-Registered Education Programs online or in-person Find certificate or degree options that meet CFP professional education requirements
- CFP Code of Ethics and Standards of Conduct
Learn how CFP Board’s Code of Ethics and Standards of Conduct guide ethical, fiduciary, and professional behavior for all Certified Financial Planners
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