Rescheduling & Cancellation Policies

RESCHEDULING & CANCELLATION POLICIES

Postponement

The postponement fee is $500. Candidates may postpone an exam only once per registration. The subsequent exam appointment must be rescheduled by the next two exam administrations testing window.

Please note that the postponement deadline is the same date as the late registration deadline.

Failure to Schedule

Candidates who are fully registered with CFP Board (i.e. exam application completed, exam fee paid, and education verification completed), but have not scheduled an appointment with Prometric will have until the withdrawal/postponement deadline to secure an exam seat with Prometric. Failure to secure an exam site with Prometric will result in de-registration and postponement. The postponement fee is $500.

Withdrawal request

Candidates who decide not to pursue the exam after registering and wish to withdraw their application are eligible to receive a $200 refund. Please note that the withdrawal deadline is the same date as the late registration deadline.

Medical or Other Emergencies

CFP Board will consider waiving the fee forfeiture in the case of a medical or other emergency. Your request for such a waiver must be made in writing and supported by verifying documentation from a third party. For example, in the case of a medical emergency, a written statement from your physician which clearly states that you were physically unable to appear for the exam due to personal or immediate family medical issues is required. If another type of emergency, then you must provide third party verification as to the reason you were unable to sit for the scheduled exam.

Your request must be received within 10 business days after the close of the exam window. Requests received after the 10 business day timeframe, or not supported by verifying documentation, will not be reviewed.

Failure to Appear

If you fail to appear for the exam, you will forfeit the entire exam fee. 

Rescheduling Confirmed Appointments with Prometric

Through Prometric, candidates are permitted to reschedule their CFP® exam testing date, test site location, and scheduled test start times within their registered exam window. No charges are applied for scheduling changes 30 days or more in advance of the scheduled exam appointment with Prometric. A $100 scheduling change fee is applied for changes made between 5 to 29 days in advance of the scheduled exam. No changes are permitted less than 5 days in advance of their scheduled appointment. 

If you are moving your exam date from one exam administration to a future exam administration, you are subject to either the withdrawal or postponement policy. The Reschedule Policy is not applicable as this policy only concerns rescheduling an exam appointment during the same testing window.

Retake Policy

If you fail the CFP® exam and elect to retest, you are required to retake the entire exam and to pay the applicable exam fee for each retake.

Effective January 2012, CFP Board implemented the following limits on the number of times an individual can attempt the CFP® exam:

• Individuals may attempt the exam a maximum lifetime span of five times. (Individuals who have attempted the exam four or more times prior to January 1, 2012, will be permitted a maximum of two additional attempts.)
• Individuals may attempt the exam a maximum of three times within a 24-month period. If an individual fails the exam 3 times in a 24-month period, they must sit-out three exam administrations before registering for another attempt.