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Effective URL: https://www.cfp.net/get-certified/certification-process/exam-requirement?ct_j=9737789&ct_s=1376565536&ct_l=664374_HT...
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Text Content

Register for the July Exam
Take the Next Step on Your Path to CFP® Certification

Save $200 with early-bird pricing available through May 16th for the July 2023
exam.

Register Today
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 * Why CFP® Certification Open Sub Menu
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    * The Standard of Excellence
    * Why Get Certified Open Sub Menu
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       * For Financial Professionals
       * For Career Changers
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    * Career Guide

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Welcome :
My Account Logout
Find a CFP® Professional
 * Why CFP® Certification
    * The Standard of Excellence
    * Why Get Certified
      * For Financial Professionals
      * For Career Changers
      * For Students
    * Career Guide

 * Get Certified
    * Certification Process
      * Education
      * Exam
      * Experience
      * Ethics
    * Track your Progress
    * Tools & Resources

 * Ethics
    * Our Commitment
    * Code & Standards
    * Compliance Resources
    * Enforcement
    * File a Complaint
    * Reporting

 * Career & Growth
    * Continuing Education
    * Market Yourself
    * Get Involved
    * Stay Connected
    * Career Center

 * Knowledge
    * Industry Insights
    * Reports & Statistics
    * Financial Planning Review
    * Psychology of Financial Planning

 * Initiatives
    * Our Initiatives
    * Workforce Development
    * Diversity & Inclusion
    * Knowledge for Practice
    * Increasing Awareness
    * Driving Public Policy
   
   Donate To The Center

Search Toggle
Close Search
Menu Toggle
Close Menu

 * For Education Partners
 * For Employers
 * For Media

 * About CFP Board
 * The Center for Financial Planning
 * News
 * Events
 * Verify a CFP® Professional
 * Contact
 * Site Directory

 * Home
 * Get Certified
   * The Certification Process
   * Track your Progress
   * Tools & Resources
 * The Certification Process
   * Education
   * Exam
   * Experience
   * Ethics
   * Final Steps
   * 2021 Practice Analysis
 * Exam
   * About the Exam
   * CFP® Exam Registration
   * Exam Prep


The Certification Process


THE CFP® EXAM REQUIREMENT

Candidates for CFP® certification must pass the CFP® exam, which tests your
ability to apply financial planning knowledge to real-life situations. This
comprehensive exam ensures that you are highly qualified to develop a holistic
plan for your clients' finances. 

Remote Testing Option: The health and safety of those taking the CFP® exam
continue to be paramount to us during the COVID-19 pandemic. To accommodate
candidates, CFP Board provides a remote testing option for the March 2023 CFP®
exam.

Upcoming Exam Dates and Registration Process
Upcoming Exam
Exam window: March 7-14, 2023
Registration deadline: Feb. 21, 2023
Education verification deadline: Feb. 14, 2023


ABOUT THE EXAM 

The CFP® exam is offered three times per year: March, July and November. Test
topics include the financial planning process and principles, tax planning,
income and retirement planning, estate planning, risk management and insurance,
among other important topics. All facets of the exam are guided by CFP®
professionals, including determination of content coverage, scoring and passing
criteria.

Learn more about the exam
 * Exam Format
 * What You'll Be Tested On
 * What to Expect on Exam Day
 * Scoring and Results


Video: Understanding the CFP® Exam Experience


REGISTRATION 

Registration is open for the March 2023 exam. Register early for the best date,
pricing and testing site availability. (Standard rate for the March exam is
available through February 14.)   

Note: You can register for the CFP® exam prior to completing the education
coursework requirement. CFP Board must receive verification of your coursework
completion by the Education Verification Deadline to be eligible to sit for the
exam.

Learn More about Registration
 * Exam Dates, Pricing, & Registration Process
 * Eligibility
 * Testing Accommodations
 * Rescheduling & Cancellation Policies

Mar. 7-14, 2023

Registration Dates:
Oct. 12, 2022 - Feb. 21, 2023

Education Verification Deadline:
Feb. 14, 2023

Register for the Exam
Jul. 11-18, 2023

Registration Opens:
Feb. 15, 2023

Oct. 31 - Nov. 7, 2023 

Registration Opens:
Jun. 7, 2023


PREPARATION

There are many resources and strategies to prepare. Many candidates prepare
using the full-length, 170-question practice exam, which is composed of
authentic CFP® exam questions. Be sure to use this unique study tool as you
prepare for the CFP® exam, as well as consider additional ways to prepare.

Exam Preparation
 * Planning for Success
 * Testing Strategies
 * Exam Prep Resources


Complete a practice exam

The CFP Board Practice Exam features real questions that have appeared on past
CFP® exams.


START YOUR JOURNEY TO CFP® CERTIFICATION

 * Track your progress with the CFP® Certification Tracker
 * Post your resume at the Career Center
 * Connect with a mentor who can guide you
 * Register and prepare for the exam
 * Find career and financial support
 * Connect with other candidates at our online forum

Create a Free Account

FOLLOW CFP BOARD
 * Facebook
 * Twitter
 * Linked In
 * YouTube

 * About CFP Board
 * Career Center
 * The Center for Financial Planning
 * letsmakeaplan.org
 * Careers at CFP Board
 * Contact Us

1425 K Street NW #800
Washington, DC 20005
mail@cfpboard.org
800-487-1497 (Toll-Free)
202-379-2200
fax: 202-379-2299
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