About CFP® Certification

PrintCERTIFIED FINANCIAL PLANNER™ certification has become the recognized standard of excellence for personal financial planning. Consumers increasingly seek out professional financial planners who have invested the time and dedication to achieve the CFP® certification. Attaining CFP® certification is a highly respected professional achievement for those who work within the financial services industry and an achievement with meaningful benefits for a CFP® professional’s practice and clients.

Although many professionals may call themselves “financial planners,” only those who have completed the certification requirements established by CFP Board are authorized to call themselves CFP® professionals.  The main requirements for CFP® certification are referred to as the “4 E’s”:

  • Education: Approved curriculum
  • Examination: Comprehensive exam
  • Experience: 3 years practical experience (or 2 years apprenticeship experience)
  • Ethics: Strict code of conduct

As a result of these requirements, CFP® professionals offer deep knowledge about personal finance: from budgeting, to planning for retirement, to saving for education, to managing taxes and insurance coverage. CFP® professionals help their clients bring all of the pieces of their financial lives together.

In addition to providing expertise in financial planning, CFP® professionals are held to the highest of ethical standards and are required to always put their clients’ interests before their own.

ncca_accredited-program-logo-finalCFP Board’s CFP® certification program is accredited by the National Commission for Certifying Agencies (NCCA) of the Institute for Credentialing Excellence.

learn more about becoming a CFP® professional