This section introduces you to a career in financial planning and provides you with detailed information on how to earn the CFP® Credential – the industry gold standard in financial planning.
Navigate through the five steps on the left navigation to learn more about becoming a Certified Financial Planner. These steps include:
- Qualifying for the CFP Examination - Before writing the examination, you will need to fulfill certain educational or prior credential requirements.
- Applying for the CFP Examination - Provides information on how to apply for the exam, and a checklist of what is required.
- Preparing to write the CFP Examination - Resources to assist you in preparation for the exam once you have registered.
- Earning CFP Certification - A summation of what is required to apply for CFP Certification following successful completion of the exam.
- Retaining CFP Certification - Information on activities required to maintain the CFP Certification, including continuing education credits, ethics, practice standards, and fees. You will need to re-license annually to retain your certification.
Student Associate Program
Already positive that you want to pursue CFP Certification, or in the process of preparing to write the exam? By becoming a FPSC Student Associate, you will have access to an exclusive website that offers a wealth of resources created for you in mind. You will join a community of professionals and gain insight into the employment opportunities, key employers and real life success stories - learn more about our Student Associate Program [1].