CFP (Certified Financial Planner) Requirements & Prerequisites
Everything you need to know before registering for the CFP (Certified Financial Planner) — eligibility, cost, format, and what to expect on exam day.
Cost
$825
Provider
CFP Board
Validity
2 years (30 CE hours)
Available
USA
Education
Check official exam requirements
Experience
1-3 years of hands-on experience recommended
Specific Requirements
- No formal prerequisites — open to all candidates
- Recommended: 1-2 years hands-on experience
Number of Questions
75-120 questions
Duration
120-180 minutes
Question Format
Multiple choice, scenario-based, performance-based
Passing Requirement
Passing required (~65% average pass rate)
Visit the official CFP Board certification page
Create an account and select your exam
Choose a test center or online proctoring option
Pay the exam fee and schedule your date
- Two forms of valid ID (one government-issued with photo)
- Appointment confirmation email
- For online proctoring: webcam, microphone, clean desk, stable internet
What are the prerequisites for the CFP (Certified Financial Planner)?
No formal prerequisites — open to all candidates. Recommended: 1-2 years hands-on experience.
How much does the CFP (Certified Financial Planner) cost?
The CFP (Certified Financial Planner) exam costs $825. This includes the exam fee only — study materials are additional.
How do I register for the CFP (Certified Financial Planner)?
Visit the official CFP Board certification page → Create an account and select your exam → Choose a test center or online proctoring option → Pay the exam fee and schedule your date
What should I bring to the CFP (Certified Financial Planner)?
Two forms of valid ID (one government-issued with photo). Appointment confirmation email. For online proctoring: webcam, microphone, clean desk, stable internet.
Ready to prepare for CFP (Certified Financial Planner)?
Get the complete exam guide with study plan, tips, and practice questions.
View CFP (Certified Financial Planner) Guide