Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Financial Planner (CFP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Certified Financial Planner Board of Standards, Inc.
Qualification and Educational Requirements

Candidate must meet the following requirements:

  • A bachelor’s degree (or higher) from an accredited college or university, and
  • Three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time).
Education Requirements

Candidate must complete a CFP-board registered program, or hold one of the following:

  • CPA
  • ChFC
  • Chartered Life Underwriter (CLU)
  • CFA
  • Ph.D. in business or economics
  • Doctor of Business Administration
  • Attorney's License
Examination Type

Final certification examination

Continuing Education Requirements

30 hours every two years

Verification and Complaints
Check Designation Status Online

Online at Search for a Certified Financial Planner Professional

Investor Complaint Process

Online at File a Complaint

Published List of Disciplined Designees

Yes at Disciplined Individuals By State