CFP — CERTIFIED FINANCIAL PLANNER
IntermediateActiveEstablished
Outside the US the CFP mark is granted by national FPSB member bodies with local exams and fees.
- Issuer
- CFP Board (US) / FPSB (outside US)
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Intermediate
- Exam fee
- $925 — verified 2026-09-25
Prerequisites & eligibility
Experience: Bachelor's degree + CFP Board-registered education; 6,000 hours of experience (or 4,000 hours apprenticeship)
Training: CFP Board-registered coursework
Renewal & maintenance
Valid for 2 years, 30 CE credits per cycle, $455/yr maintenance fee. Renew by cpe.
30 CE hours every 2 years incl. 2 hours ethics + annual certification fee
Recognition
Global personal financial planning standard (26+ countries via FPSB affiliates)
Related certifications
- CII APFS CII Advanced Diploma in Financial Planning (Chartered Financial Planner)
- CPWA Certified Private Wealth Advisor
- IWI CIMA Certified Investment Management Analyst (CIMA)
- PFS Personal Financial Specialist
Career paths that include CFP