Prepare yourselves for an exceptional educational journey that will equip you with the necessary knowledge to deliver professional, competent, and ethical financial planning services to clients.

The experience requirement is designed to equip candidates with the necessary skills and abilities to deliver exceptional financial planning or advice services to the public…

In addition to the Education and Experience requirements, candidates pursuing certification will need to successfully complete a designation-specific Professional Competency Examination (PCE).

The ethics requirement is a crucial milestone on your journey towards CFP® certification, signifying your unwavering commitment to upholding the highest ethical standards in the realm of financial planning and advice.