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Certified Financial Planner™


Earn Your CFP® Certification!

Consumers are increasingly relying on financial advisors who hold the Certified Financial Planner™ certification. CFP® Certification quickly identify financial planners who are committed to competent and ethical behavior when providing financial planning advice.

The in-depth knowledge and increased credibility gained from your CFP® certification will help you build solid relationships with your clients. Higher-quality clients are the goal. They refer other clients, and your practice will grow and prosper as a result.

To become eligible for the certification, candidates must take specific pre-certification courses and then pass an exam testing their mastery of nearly 100 integrated financial planning topics (for more detailed information on the steps required in obtaining CFP® certification, click here).


Available CFP® Training Options

To prepare for the CFP® Certification examination, either select from one of the featured programs below or search under "Designations/Certifications" for "CFP - Certified Financial Planner" in the search box at the bottom of this page.


Pre-Certification Courses

To become eligible to sit for the CFP® Certification Examination, candidates must complete pre-certification coursework whose curriculum is registered with the CFP Board. The following courses are Board-certified and will satisfy this education requirement:
Review Courses

Guarantee your CFP® Certification Examination success with a comprehensive CFP® Review Course. Specifically designed to help professionals prepare to pass the CFP® Certification Examination, we offer several options to meet the diverse needs of candidates:
Complete Package

For candidates who wish to prepare online in a self-study format to become a Certified Financial Planner™, this Program represents one of the most cost effective solutions among all CFP Board-Registered Programs available. As well, candidates can complete the program in less than 12 months time!
Supplemental Study Materials

Enhance your preparation for the examination with these additional study materials - used either in conjunction with a Review Course or for supplemental, self-study practice.
Continuing Education

Search under "Continuing Education" in the search box below for "CFP - Certified Financial Planner".

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