Financial Planning Standards Council

Path to CFP® certification

The CFP® program has been designed to meet the evolving needs of the financial services industry, and better position advisors to meet client needs. The certification program features a path with clear, measurable milstones and gives candidates a staged approach to completion.

Path to CertificationCore Curriculum

What you need to do at this step:
Enroll in a Core Curriculum program.

Details of how you complete this step:
Learn about Core Curriculum programs here.

Help for this step:
Resources | FAQ

Take Action:
Find Core Curriculum program providers.

Fast Track Options:
Find out if you qualify to bypass this step here.

Path to CertificationFinancial Planning Exam Level 1:

What you need to do at this step:
Write Financial Planning Examination Level 1®(FPE1®).

Details of how you complete this step:
Learn all about FPE1 and how to apply to write it here.

Help for this step:
Resources | FAQ

Details of how you complete this step:
View upcoming exam dates and register to take FPE1.

Fast Track Options:
Find out if you qualify to bypass this step here.

Path to CertificationBecome an FPSC® Registered Candidate:

What you need to do at this step:
Become an FPSC® Registered Candidate.

Details of how you complete this step:
Check out the FPSC Registered Candidate program here.

Help for this step:
Resources | FAQ

Take Action:
Register

Path to CertificationComplete at least 1 year of qualifying work experience:

What you need to do at this step:
Complete at least one year of qualifying work experience.

Details of how you complete this step:
Learn what work experience qualifies here.

Help for this step:
Resources | FAQ

Take Action:
View job postings

Path to CertificationTake Capstone Course:

What you need to do at this step:
Take the Capstone Course.

Details of how you complete this step:
Learn about the Capstone Course here.

Help for this step:
Resources | FAQ

Take Action:
Find Capstone Course providers.

Fast Track Options:
Find out if you qualify to bypass this step here.Path to Certification

Financial Planning Exam Level 2:

What you need to do at this step:
Write Financial Planning Examination Level 2® (FPE2®).

Details of how you complete this step:
Learn all about FPE2 and how to apply to write it here.

Take Action:
View upcoming exam dates and register to take FPE2.

Path to CertificationComplete remaining 3 years of qualifying work experience:

What you need to do at this step:
Complete remainder of three years of qualifying work experience.

Details of how you complete this step:
Learn what work experience qualifies here.

Help for this step:
Resources | FAQ

Take Action:
View job postings