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Exam

CFP® Exam Registration

The CFP® exam assesses your ability to apply financial planning knowledge to real-life financial planning situations. By passing this exam, you demonstrate your competency to practice financial planning.

Notice: To accommodate candidates during the COVID-19 pandemic, CFP Board will allow a remote testing option for the March 2021 CFP® exam. (See more details and FAQs.)

Exam Eligibility

You are eligible to sit for the CFP® exam after completing college or university-level coursework through a CFP Board Registered Program. This coursework is one part of meeting the Education requirement for CFP® certification.

However, you may register for the exam before completing this coursework. If CFP Board does not receive verification that you've competed your coursework by the Education Verification Deadline, a $100 exam postponement fee applies.

Note that the other part of the Education requirement – earning a bachelor's degree in any discipline – may be completed 5 years from the date you pass the CFP® exam.

Testing Accommodations for Persons With Disabilities

CFP Board is committed to ensuring access to the CFP® exam for all individuals with disabilities and supports the Americans with Disabilities Act as Amended (ADAAA). We provide reasonable and appropriate accommodations to individuals with documented disabilities who demonstrate a need for testing accommodations. Requests for testing accommodations are considered on a case-by-case basis.

More on testing accommodations

Rescheduling and Cancellation Policies

Learn about our policies and fees for these circumstances and more: 1) When you have not scheduled your appointment with Prometric, after you've already registered for the CFP® exam with CFP Board 2) Postponing your exam date to another exam window 3) Changing your exam date within the same exam window 4) Withdrawing your exam registration

Rescheduling & Cancellation Policies

Register for the CFP® Exam

Take the next step to earning your CFP® certification by registering for the CFP® exam. Just make sure to complete these steps by the relevant deadlines.

1) Confirm that CFP Board has received verification that you've completed (or will complete) the Education coursework requirement by the Education Verification Deadline for your exam window. 

2) Register for the exam through your CFP Board account and pay the fee.

3) Schedule an appointment with Prometric, the organization that administers the CFP® exam.

Additional Date, Pricing, and Process Details
march 9-16, 2021

Registration Dates:
Nov. 12, 2020 - Feb. 23, 2021 

Education Verification Deadline:
Feb. 9, 2021

Register for the Exam
july 6-13, 2021

Registration Opens:
Mar. 18, 2021

nov. 2-9, 2021

Registration Opens:
July 15, 2021