Certification: Certified Financial Planner (CFP)

1425 K Street, NW, Suite 500 Washington, DC, 20005

The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
More information about this certification

More than two years of education or training after high school required?
Yes
More than two years of work experience required?
Yes
Oral or Written Exam Required?
Yes
Renewal Required?
Every 2 Year(s)
Renew through Continuing Educational Units(CEU)?
Yes
Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)?
No

Advanced

The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher and has a work experience requirement of more than 2 years, or requires obtaining a ‘core’ level certification from the same organization.

  • This certification is considered in demand.
  • This certification is accredited by the National Commission for Certifying Agencies (NCCA).
  • This certification is related to military occupational specialties.