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CFP Board Adds 'Psychology Of Financial Planning' To Exam Requirements

By Tracey Longo March 30, 2021 Financial Advisor

The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it was updating the “Principal Knowledge Topics” that CFP® certification applicants are tested on to include a new category called “Psychology of Financial Planning.”

The new category is based on feedback from firms across the country who hire CFP® professionals, CFP Board CEO Kevin R. Keller in a statement.

The new topic will be integrated into the education requirements for CFP® certification and assessed on the CFP® exam starting in March 2022, the organization announced in a press release. Currently CFP® certification is held by more than 88,000 people in the United States.


Financial Advisor
Tracey Longo
March 30, 2021