FPSB’s CERTIFIED FINANCIAL PLANNER Certification Requirements

Only those who have fulfilled initial and ongoing certification requirements, as adapted by an FPSB member organization for its territory or delivered by CFP Board in the United States, can hold themselves out as CERTIFIED FINANCIAL PLANNER professionals.

To earn CFP certification, an individual must complete the following certification requirements (which have been developed by FPSB at the global level and localized by member organizations in FPSB territories). To maintain CFP certification, an individual must meet the requirements established by the FPSB member organization each renewal cycle (typically, every two to three years).

Education

  • Complete education courses covering content outlined in FPSB’s Financial Planning Education Framework, localized for a territory
  • Courses completed are at an academic level equivalent to the Learning Level Descriptors described in FPSB’s Financial Planning Education Framework

Assessment

  • Complete one year of supervised, or three years of unsupervised, work experience within 10 years prior to CFP certification or after passing the CFP exam
  • Complete a financial plan to demonstrate mastery of the Fundamental Financial Planning Practices and Financial Planning Professional Skills, integrating across the Financial Planning Components, as described in FPSB’s Financial Planner Competency Profile
  • Pass a valid and reliable CFP certification exam that assesses a candidate’s ability to integrate and apply financial planning knowledge, skills and abilities to real life financial planning situations

Certification

  • Agreed to abide by FPSB’s Code of Ethics Professional Responsibility and Financial Planning Practice Standards
  • Attest to Fitness Requirements, verified by the territory’s FPSB member organization

Re-Certification

  • Complete at least 30 hours of Continuing Professional Development every two years
  • At least two of the 30 hours address topics covered in FPSB’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards
  • Continue to adhere to FPSB’s Code of Ethics and Practice Standards