Upcoming Exam Dates & Registration Process

To sit for the CFP® exam, you need to complete CFP Board’s exam registration form, pay the exam registration fee, then schedule your testing appointment with Prometric. You must have a CFP Board online account to get started — registering is fast, free and secure.

Create an account

How to Register

1. Create a CFP Board online account. If you have previously registered for the exam or have already created your online account, you may simply log into your secure CFP Board account to start the registration process.
2. Log into your CFP Board account. In the "Exam" section of your Account Dashboard, click the link for "Select Your Test Dates" and complete the exam registration form.
3. Submit payment of the exam registration fee. The exam registration process in your online CFP Board account allows you to pay the registration fee by credit card.
4. Schedule your testing appointment with Prometric.

After submitting payment of the registration fee, you'll receive instructions for selecting your testing appointment on the Prometric website.

Registration Fee Schedule: July 2024 Exam

How to Schedule Your Testing Appointment With Prometric

After completing the registration and payment steps, CFP Board will notify you via email when your eligibility is confirmed and will provide you with a link to the Prometric website where you can schedule your test day and testing site location.

1. Follow the link in your confirmation email to Prometric’s scheduling website.
2. Select “Schedule” under TEST CENTER EXAM or REMOTELY PROCTORED EXAM, whichever is your preference.
3. Read the provided Privacy Policy Notice and the Data Privacy Notice and select “I agree.”
4. Enter your CFP Board ID number in the “Eligibility ID” field, then, enter the first four letters of your last name.
5. Use the search box to enter the area where you would like to take the CFP® exam.
6. Select the date and time of your preferred appointment.
7. Complete the requested additional information. Note that your CFP Board ID, first, and last name will be pre-filled on the form. Enter your address and contact information into the appropriate fields. Click “Next” to continue.
8. Verify your selected CFP® exam date and location. Ensure that this information matches your selection. If changes need to be made, use the “Back” button to revise your appointment. If the testing appointment information is correct, select the “Complete Appointment” button to confirm.
9. Upon confirmation, you will receive an email from Prometric with your testing appointment confirmation details. Please save or print a copy of the appointment confirmation for your records.

Scheduling is on a first-come, first-serve basis. Register for the exam 60 days or more in advance to help secure the most options for testing dates, times and locations.