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Satisfy the Bachelor's degree requirement

In addition to completing the coursework required for CFP® exam eligibility, a bachelor's degree (or higher) in any discipline from an accredited college or university is required to satisfy the education requirement. While not required to sit for the exam, fulfilling the degree requirement early by submitting your official transcript to CFP Board is an easy way to bring yourself one step closer to CFP® certification.


If you have not reported completion of a bachelor's degree or higher within five years of passing the exam, you may submit a Policy Exception Request for a one-time extension of up to three years. The Policy Exception Request must be received at least 60 days in advance of the five-year deadline. Please allow 7-10 business days for a response to the request. 

Policy Exception Request Form

Start your journey to CFP® Certification

  • Track your progress with the CFP® Certification Tracker
  • Post your resume at the Career Center
  • Connect with a mentor who can guide you
  • Register and prepare for the exam
  • Find career and financial support
  • Connect with other candidates at our online forum