Broker Check

What is a CFP?

CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education, to use the certification mark of CFP®. A CFP® practitioner is a financial professional authorized to use the CFP® certification mark who has identified himself or herself to CFP Board as being actively engaged in providing financial planning services. All CFP® certificants have voluntarily submitted to the regulatory authority of CFP Board.

When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you should expect to receive services that are conducted ethically, with integrity, objectivity, honesty and diligence. You deserve to have your interests placed ahead of the interests of your financial planner.

To become a CFP® the certificant must fulfill the following:

Issuing Organization

Certified Financial Planner Board of Standards, Inc.

Prerequisites/ Experience Required

Candidate must meet the following requirements:

  • A bachelor’s degree (or higher) from an accredited college or university, and
  • 3 years of full-time personal financial planning experience

Educational Requirements

Candidate must complete a CFP-board registered program, or hold one of the following:

  • CPA
  • ChFC
  • Chartered Life Underwriter (CLU)
  • CFA
  • Ph.D. in business or economics
  • Doctor of Business Administration
  • Attorney’s License

Examination Type

CFP Certification Examamination

Continuing Education/Experience Requirements

30 hours every 2-years