Steps to Certification
What are CFP Board-Registered Programs?
CFP Board-Registered Programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification.
Requirements for CFP® Certification:
Students who successfully complete the UMES Family Financial Planning Certificate Registered Program will have met the prerequisite education requirement that allows them to apply for the CFP® certification exam. In addition to this requirement, passing the CFP® Certification Examination plus fulfilling experience, undergraduate degree, and ethics requirements can lead to certification by CFP Board, granting the individual the right to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design)® certification marks. It’s important that students understand the detailed requirements for CFP® certification which are described in the Guide to CFP® Certification. We strongly recommend that you visit www.CFP.net/become for the most current information. For more information regarding CFP Board policies and procedures, students should contact CFP Board.
Steps to Achieving CFP® Certification
- Complete an educational curriculum covering the financial planning topics
- Pass the CFP® Certification Examination
- Hold at least a bachelor’s degree
- Meet the experience requirement
- Agree to adhere to CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards and pass background check
- Pay certification fees
- Receive authorization to use the CFP® certification marks
Click here for print-friendly flyer from CFP®.
Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, Certified Financial Planner™ and certification marks in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.