Eligibility details for taking the CFP® exam.
Candidates who have fulfilled CFP Board's certification coursework requirement are eligible to sit for the CFP® exam. Here's how:
1. By completing a CFP Board Registered Program.
2. By completing equivalent coursework subject to CFP Board’s Transcript Review process.
CFP Board Registered Programs provide education verification directly to CFP Board. The transcript review and the Accelerated Path options require you to arrange for specific documentation to be provided to CFP Board for review.
You can register for the CFP® exam before fulfilling the certification coursework requirement. However, CFP Board must receive verification of your coursework completion by the Education Verification Deadline for your selected exam administration.
If verification is not received by the deadline, your exam registration will be withdrawn, and a $250 postponement fee will be applied. If you fail to register within the next two exam administrations, request postponement or withdrawal, your entire exam credit will be forfeited.
You do not need to complete the Bachelor's degree requirement before sitting for or registering for the CFP® exam. Note that you must fulfill the Bachelor's degree requirement within 5 years of passing the CFP® exam.
Resources: Paths to CFP® Exam Eligibility
1. CFP Board Registered Programs
Fulfill the certification coursework requirement by completing a CFP Board Registered Program. Find a program near you.
2. Previous Education
CFP Board recognizes that you may have covered some components of the certification coursework content through previous educational courses that you did not take through a CFP Board Registered Program. Learn more about how to submit your transcripts and find out whether you qualify to sit for the CFP® exam.
3. Professional Designations & Credentials
Holding certain professional designations, credentials or academic degrees pre-approved by CFP Board can qualify you for the Accelerated Path to certification. You may be able to bypass the majority of the education coursework requirement to sit for the CFP® exam upon completion of the Capstone course or the Capstone Alternative.More on the Accelerated Path
More on The Capstone Course