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Path to CFP® Certification

The CFP certification program is designed to ensure financial planners are able to meet their clients’ needs and the evolving requirements of the financial services industry. 

Click on each of the steps above to see your path to completion. 

Learn more about the guidelines for certification.

If you hold Relevant Financial Planning Qualifications or Other Relevant Professional Qualifications, you may be eligible for exemptions from certain requirements for CFP certification and FPSC Level 1® Certification in Financial Planning. 

View the Passport to CFP designation.

Video Series on the Path to CFP Certification