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What to Bring to the Exam

  • A valid, unexpired government-issued photo identification, such as a driver's license.
    • The name on the ID must be identical to the name under which you are registered.
  • One or more battery-powered, non-programmable, financial calculator(s). Please read CFP Board’s Calculator Policy for a list of approved calculators. You will need a dedicated financial calculator to assist with examination questions that may require calculations. The calculators listed below are the only calculators allowed into the testing room. 

    Hewlett Packard

    • HP 10b
    • HP 10bll
    • HP - 10bll+
    • HP 12c
    • HP 12c Platinum
    • HP 17bll+

    Texas Instruments

    • TI BAII Plus
    • TI BAII Plus Professional
    • TI BAII Plus (Business Analyst)


    • Business/Financial Calculator EL-733
    • Business/Financial Calculator EL-733a
    • Business/Financial Calculator EL-738

View the full calculator policy and images of allowed calculators for the CFP® exam. 

Prohibited Items

  • No food is allowed in the exam room. Individuals may bring one clear bottle of water with all labels removed into the exam room.
    • All exam sites provide access to water fountains located outside of the exam room.
    • Individuals who require access to food or liquids for medical reasons during any of the exam sessions are required to file a Testing Accommodations Request Form.
  • No notes are allowed in the exam room.
    • You will be provided with a scratch paper booklet upon entering the exam room.
  • No electronic devices, with the exception of a calculator, are allowed in the exam room. You are not allowed to access electronic devices other than an acceptable calculator during the exam.